Even in the current market, there are opportunities to invest. Steve Brennan and Alhambra CEO Joe Calhoun discuss developing trends, shifts in the stock market, and when it may be time to switch from defense to offense.
One thing I can tell you for certain about last week's big rally on Thursday and Friday: there were a lot of people who desperately wanted a good excuse to buy stocks. And buy they did after a better-than-expected CPI report Thursday morning, pushing the S&P 500 up nearly 6% on the week with all of that coming on Thursday [...]
Alhambra CEO Joe Calhoun has an opinion on why the market was on a roller coaster after the Fed statement last week; There’s more than one way to calculate the 10/3 yield curve, and don’t put all you hope on a single market indicator.
The FOMC met last week and did what everyone expected them to do - raised the Fed Funds rate by 0.75%. The bond and stock markets reacted not to this action but to the commentary provided by the committee in its statement and by Chairman Jerome Powell at his post meeting press conference. The former had a new phrase, a [...]
This is the time of year when lots of folks have visions of warming their feet by the fire while the cold wind whistles outside. But with the highest mortgage rates in more than four decades, many people are getting cold feet about a cozy place of their own. The 30-year mortgage rate broke through 7% in October and that [...]
I have often been accused over the years of being too optimistic and I will plead guilty to having a little rose-colored tint in my glasses. I am an optimist by nature and I search constantly for good things to write about. There are more than enough people out there willing to tell you the world is coming to an [...]
Inflation is posing substantial additional risk to growth stocks, lowering demand and pushing money into other markets. Doug Terry, Alhambra's Head of Investment Research dissects cause and effect.
It’s a bear market and you expect to have volatility, but volatility is trending even higher. Steve Brennan talks with Doug Terry, Head of Alhambra Research about what factors may push the volatility envelope.
Is the Fed Changing its mind about hike, hike, hike? Alhambra CEO Joe Calhoun talks about the latest Fed headline, as well as a full slate of economic news this week and the inversion of the 10/3 yield curve.
With inflation recently hitting a high not seen since 1981, it is now apparent that the factors that drove the disinflation trend of the last four decades are coming to an end. Globalization and demographics, the two big factors that combined to hold down prices and wages for so long, are reversing, and so too is the downtrend in prices, wages, [...]
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