Market Research2018-08-29T17:01:56-04:00
17May, 2021

Eurodollar University’s Making Sense; Episode 74: Geopolitical Futures Are More Than China

By |May 17th, 2021|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

74.0: Allison Fedirka on Geopolitics and S. America———Ep 74.0 Summary———Geopolitical analyst Allison Fedirka explains what made some countries socioeconomic success stories, where the next emerging market stars may be, and whether a decentralized international equilibrium [...]

16May, 2021

Weekly Market Pulse: Bonds Didn’t Get The Inflation Memo

By |May 16th, 2021|Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Real Estate, Stocks|

It was all over the news last week. Inflation has arrived. The CPI was hotter than expected. The PPI was even hotter. Import prices were up and export prices were up more. It was impossible [...]

14May, 2021

Eurodollar University’s Making MORE Sense; Episode 73: What Did Ip Say About This Inflationary Tight Job Market?

By |May 14th, 2021|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

73.0: LIVE! Reaction Answering the WSJ's Greg Ip———Ep 73.0 Intro———According to a Wall Street Journal opinion column, solid wage growth and unfilled openings point to much less labor market slack than headline unemployment data. Might [...]

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