Market Research

Market Research2022-10-19T16:07:52-04:00
4Jun, 2023

Weekly Market Pulse: Signal To Noise Ratio

By |June 4th, 2023|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks|

The stock market surged last Friday after the employment report showed a gain of over 300k jobs while the year-over-year change in average hourly earnings fell to 4.3%. That was the popular explanation and it [...]

1Jun, 2023

Macro: Labor

By |June 1st, 2023|Alhambra Research, Economy|

Overall, the employment pictures remains healthy. Higher frequency weekly initial claims are trending in the right direction (lower). Aggregate hours worked are still growing at 2.2% YOY. While positive the growth in total hours worked [...]

30May, 2023

Macro: Factory Orders

By |May 30th, 2023|Alhambra Research, Economy|

Factory Orders continues to slow after pandemic surge. Questions to ask: Is the slowing just reversion after a pandemic surge because of supply chain disruptions, onshoring, low interest rate, stimulus? Thus, will this be the [...]

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