Market Currents: Fed Confusion
The Federal Reserve seems confused about its role in inflation and unemployment. Alhambra's Steve Brennan and Joe Calhoun discuss it.
The Federal Reserve seems confused about its role in inflation and unemployment. Alhambra's Steve Brennan and Joe Calhoun discuss it.
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, [...]
Alhambra CEO Joe Calhoun discusses the crazy volatility in last week's stock market and bond market, and whether the Fed will get involved.
Markets were rather volatile last week. That's a wild understatement and what passes for sarcasm in the investment business. Stocks started the week waiting with bated (baited?) breath for the inflation reports of the week. It isn't surprising that the market is focused firmly on the rearview mirror for clues about the future since Jerome Powell has made it plain [...]
Alhambra CEO Joe Calhoun has strong words about the next anticipated Fed rate hike, what's really happening with the economy, and what he thinks about last week's OPEC decision to cut oil production.
The Federal Reserve has been on a mission lately to make sure everyone knows they are serious about killing the inflation they created. Over the last two weeks, Federal Reserve officials delivered 37 speeches, all of the speakers competing to see who could be the most hawkish. Interest rates are going up they said, no matter how much it hurts, [...]
For decades a Buy and Hold strategy was a staple of financial advice. But should it be? Alhambra CEO separates myth and reality.
Good, bad, or ugly? Alhambra CEO discusses the untold reality of Quantitative Easing.
Are investors at the point of maximum pessimism? Alhambra CEO Joe Calhoun talks about a horrible 3rd quarter, sentiment, and where investors can look right now.
The market is down. Stock prices have fallen. But when is it time to buy stocks again? Alhambra CEO Joe Calhoun shares his thoughts.
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