Markets

Question Time: Trade Fight for the Americas
Question Time: Trade Fight for the Americas

Question Time: Trade Fight for the Americas

By Bob Williams|2025-02-12T06:41:43-05:00February 12th, 2025|Alhambra Research, Economy, Markets|

Question Time: Tariffs Risking Recession
Question Time: Tariffs Risking Recession

Question Time: Tariffs Risking Recession

By Bob Williams|2025-02-10T15:41:20-05:00February 10th, 2025|Alhambra Research, Economy, Markets|

Weekly Market Pulse: Here We Go Again
Weekly Market Pulse: Here We Go Again

Weekly Market Pulse: Here We Go Again

By Joseph Y. Calhoun III|2025-02-10T08:38:17-05:00February 9th, 2025|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks, Taxes/Fiscal Policy|

The stock market was having a good week until just around 10 am last Friday. Stocks rallied during the week as earnings reports were pretty good - with exceptions as always - and the economic news wasn't bad either. On earnings specifically, Q4 '24 is shaping up as the best quarter in the last three years with earnings so far [...]

Question Time: Amazon’s $100B on AI and DARP Recap
Question Time: Amazon’s $100B on AI and DARP Recap

Question Time: Amazon’s $100B on AI and DARP Recap

By Bob Williams|2025-02-07T14:00:39-05:00February 7th, 2025|Alhambra Research, Economy, Financial Planning, Markets|

Question Time: Long-Term Treasuries Devastation
Question Time: Long-Term Treasuries Devastation

Question Time: Long-Term Treasuries Devastation

By Bob Williams|2025-02-06T14:42:20-05:00February 6th, 2025|Alhambra Research, Economy, Markets|

Question Time: Yen Carry Trade Cascade Risk
Question Time: Yen Carry Trade Cascade Risk

Question Time: Yen Carry Trade Cascade Risk

By Bob Williams|2025-02-05T15:42:20-05:00February 5th, 2025|Alhambra Research, Economy, Markets|

Question Time: Growth Stocks Lagging
Question Time: Growth Stocks Lagging

Question Time: Growth Stocks Lagging

By Bob Williams|2025-02-04T15:27:10-05:00February 4th, 2025|Alhambra Research, Economy, Markets|

QT: Tariffs on Canada and Mexico; Impact?
QT: Tariffs on Canada and Mexico; Impact?

QT: Tariffs on Canada and Mexico; Impact?

By Bob Williams|2025-02-03T14:08:26-05:00February 3rd, 2025|Alhambra Research, Economy, Markets|

Weekly Market Pulse: I Don’t Know
Weekly Market Pulse: I Don’t Know

Weekly Market Pulse: I Don’t Know

By Joseph Y. Calhoun III|2025-02-03T07:44:58-05:00February 2nd, 2025|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks|

By the time you read this, markets around the world will be reacting to the Trump administration's imposition of tariffs on Canada and Mexico and additional tariffs on China. I don't know what exactly that reaction will be although it seems unlikely to be positive, at least initially. Regardless of the market reaction, investors need to be careful not to [...]