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SPECIAL REPORT: Follow The Money Series – Dawn Of A New Era

By |2022-10-24T10:10:45-04:00October 24th, 2022|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Special Reports, Stocks|

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, [...]

Weekly Market Pulse: Did Powell Just Blink?

By |2022-10-24T06:28:12-04:00October 23rd, 2022|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks|

Did Jerome Powell blink last Friday? It was just before the market open Friday and interest rates were jumping higher, as they had all week. The 10-year Treasury yield was up to 4.33%, another 11 basis points higher than the previous close and 32 basis points higher than the previous week's close. Then, "the article" hit the front page of [...]

SPECIAL REPORT: Follow The Money Series – Dawn Of A New Era

By |2022-10-19T10:40:51-04:00October 19th, 2022|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Special Reports, Stocks|

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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