Markets

Weekly Market Pulse: Is Perception Reality?

By |2024-05-27T20:51:51-04:00May 27th, 2024|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks|

A recent poll conducted by Harris and the UK news outlet The Guardian, produced some interesting results. Of those polled: 56% believe the US economy is in recession 49% believe the S&P 500 is down for the year 49% believe the unemployment rate is at a 50-year high 72% think inflation is increasing The reporting on this has been mostly [...]

Market Morsels: Non-Traded REITS. Why?

By |2024-05-27T20:58:13-04:00May 24th, 2024|Markets, Real Estate|

Until a few years ago, non-traded REITs were, along with some other sketchy investments, the red-headed step child of the investment world. Nobody liked them except the people selling them who got paid big commissions to do so. They were often riddled with fraud and insider dealing and have been a consistent source of complaints to FINRA and the SEC. [...]

Weekly Market Pulse: Ch-Ch-Changes

By |2024-05-20T07:40:57-04:00May 19th, 2024|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Newsletter, Real Estate, Stocks|

There were two important inflation reports last week. One of them, the Producer Price Index, focuses on wholesale prices and it showed inflation hotter than expected in April. The year-over-year change bottomed in June of last year at just 0.3% and has been rising steadily since then. It now stands at 2.2%. The market reaction to this report was - [...]

Weekly Market Pulse: Question Time

By |2024-05-13T07:31:49-04:00May 12th, 2024|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Newsletter, Real Estate, Stocks|

Special Note: Back in late March, I highlighted a charitable organization - Our Grounds - that I had had a very positive interaction with and asked that you consider donating. I also asked readers to send me recommendations for other charities they supported and today I am pleased to feature Sugar Plum Bakery in Virginia Beach, VA, recommended by Alhambra [...]

Weekly Market Pulse: What Did He Say?

By |2024-05-06T07:26:56-04:00May 5th, 2024|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Newsletter, Real Estate, Stocks|

Coming into last week's FOMC meeting, Jerome Powell was expected to be hawkish. I know that because numerous articles in the financial press told me so which makes me wonder if the articles themselves affected those expectations. Maybe. Bloomberg is now producing a Fed Sentiment index that is powered by a natural language processing algorithm trained on more than 60,000 [...]

Go to Top