Markets

Monthly Macro Monitor: No Change

By |2026-01-12T07:27:18-05:00January 11th, 2026|Alhambra Research, Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Newsletter, Taxes/Fiscal Policy|

As we near the end of the first year of President Trump's second presidential term, the debate about his economic policies hasn't changed much. That's because it isn't an economic debate mostly, but a political one and that applies to the public as well as economists (yes, they are as vulnerable to political bias as anyone else). Democrats hate Trump's [...]

Weekly Market Pulse: It Ain’t What You Don’t Know

By |2026-01-05T07:10:20-05:00January 4th, 2026|Alhambra Research, Economy, Markets, Newsletter, Stocks|

We are all interested in the future, for that is where you and I are going to spend the rest of our lives. Plan 9 From Outer Space I have no idea what will happen this year. Neither does anyone else.  If this is your first time reading one of my commentaries, you should probably know that I say that [...]

Weekly Market Pulse: A Lot To Be Thankful For

By |2025-12-01T02:11:53-05:00November 30th, 2025|Alhambra Research, Bonds, Commodities, Currencies, Markets, Newsletter, Real Estate, Stocks|

As is my custom, I'll be taking a break from these weekly updates for the rest of the year. That doesn't mean I'll be loafing my way to year end though. I'll probably do some short posts as things come up before year end but my main focus will be on the 2026 outlook that we'll publish in a couple [...]

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