Markets

Inflation Returning?

By Douglas R. Terry, CFA|2024-10-05T16:16:17-04:00October 5th, 2024|Alhambra Portfolios, Commodities, Federal Reserve/Monetary Policy, Markets|

What do you get when the Central Bank lowers interest rates by 50 basis points in a good economy? Just what we've seen since this happened on September 18, a surge in commodities. Is your portfolio diversified? Ebbs and flows in the market can sneak up on us and today's markets react quickly and sometimes violently. Did you see the [...]

Question Time: Weekly Recap & DARP Update (VIDEO)

By Bob Williams|2024-10-04T14:06:06-04:00October 4th, 2024|Alhambra Research, Economy, Markets|

Question Time: Hurricane & Port Strike Storms
Question Time: Hurricane & Port Strike Storms

Question Time: Hurricane & Port Strike Storms

By Bob Williams|2024-10-03T13:59:08-04:00October 3rd, 2024|Alhambra Research, Economy, Markets|

Question Time: Commercial Real Estate Armageddon (VIDEO)

By Bob Williams|2024-09-26T14:13:06-04:00September 26th, 2024|Alhambra Research, Economy, Markets|

Question Time: Financial Market Outlook (VIDEO)
Question Time: Financial Market Outlook (VIDEO)

Question Time: Financial Market Outlook (VIDEO)

By Bob Williams|2024-09-25T14:48:51-04:00September 25th, 2024|Alhambra Research, Economy, Markets|

Question Time: Stock Valuations vs Earnings Growth (VIDEO)
Question Time: Stock Valuations vs Earnings Growth (VIDEO)

Question Time: Stock Valuations vs Earnings Growth (VIDEO)

By Bob Williams|2024-09-24T14:47:39-04:00September 24th, 2024|Alhambra Research, Economy, Markets|

Question Time: Fed Cut a Mistake? (VIDEO)
Question Time: Fed Cut a Mistake? (VIDEO)

Question Time: Fed Cut a Mistake? (VIDEO)

By Bob Williams|2024-09-23T15:08:53-04:00September 23rd, 2024|Alhambra Research, Economy, Markets|

Weekly Market Pulse: Did The Fed Just Make A Mistake?
Weekly Market Pulse: Did The Fed Just Make A Mistake?

Weekly Market Pulse: Did The Fed Just Make A Mistake?

By Joseph Y. Calhoun III|2024-09-23T07:05:51-04:00September 23rd, 2024|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Newsletter, Real Estate, Stocks, Taxes/Fiscal Policy|

Well, they did it. The Fed cut the Fed Funds rate by 50 basis points last week and indicated that there is likely more to come. Stock investors liked it, bidding up small cap stocks (S&P 600) by 2.25%, large caps (S&P 500) by 1.4%, and the NASDAQ by 1.5%. Most other markets also did as expected with emerging market [...]