Markets

Question Time: Tariff Fears Shake Stock Market
Question Time: Tariff Fears Shake Stock Market

Question Time: Tariff Fears Shake Stock Market

By Bob Williams|2025-04-07T16:14:51-04:00April 7th, 2025|Alhambra Research, Economy, Markets, Stocks|

Weekly Market Pulse: You Cannot Be Serious!
Weekly Market Pulse: You Cannot Be Serious!

Weekly Market Pulse: You Cannot Be Serious!

By Joseph Y. Calhoun III|2025-04-07T05:56:34-04:00April 6th, 2025|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks|

You can't be serious! You cannot be serious! - John McEnroe, challenging a fault call at Wimbledon, 1981 That's what went through my head when President Trump unveiled his "reciprocal" tariffs on Wednesday last week. The tariffs unveiled on Trump's "Liberation Day": are the largest tax increase since at least 1968 and maybe in our entire history. impose an average [...]

Question Time: Regionalism Rising, Globalism Dying
Question Time: Regionalism Rising, Globalism Dying

Question Time: Regionalism Rising, Globalism Dying

By Bob Williams|2025-04-01T14:21:15-04:00April 1st, 2025|Alhambra Research, Economy, Markets|

Question Time: Coming European Stock Resurgence
Question Time: Coming European Stock Resurgence

Question Time: Coming European Stock Resurgence

By Bob Williams|2025-03-31T14:03:43-04:00March 31st, 2025|Alhambra Research, Economy, Markets, Stocks|

Weekly Market Pulse: The Weak Dollar Effect
Weekly Market Pulse: The Weak Dollar Effect

Weekly Market Pulse: The Weak Dollar Effect

By Joseph Y. Calhoun III|2025-03-31T08:24:36-04:00March 30th, 2025|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Markets, Newsletter, Real Estate, Stocks|

Is it finally time for international stocks to shine? That question has been asked and answered negatively for 10 of the last 12 years if you compare the S&P 500 to the EAFE international stock index. The total return changes some but the results are similar if you compare the US to European stocks. This period of US outperformance is [...]