Markets

Weekly Market Pulse: A Generational Change?

By |2025-04-28T07:40:45-04:00April 27th, 2025|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks, Taxes/Fiscal Policy|

Stocks have rebounded over the last three weeks from the initial shock of the "liberation day" tariffs announced on April 8th. The S&P 500 is now down just 2.5% since the close on the day of the announcement (they were announced after the market close). There have been some changes to the initial tariff levels but even the reduced levels [...]

Weekly Market Pulse: Peak America?

By |2025-04-21T09:04:22-04:00April 20th, 2025|Bonds, Commodities, Currencies, Markets, Real Estate, Stocks|

The US economy has been the envy of the world for a long time, especially after the 2008 financial crisis and the COVID pandemic. Our economy has grown faster than just about any other in the developed world thanks in large part to the extraordinary performance of our technology sector. Our markets for debt and equity are the largest and [...]

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