Market Research

Market Research2022-10-19T16:07:52-04:00
5Sep, 2023

Macro: Factory Orders and PMI’s

By |September 5th, 2023|Markets|

Durable order soften after early summer strength. Total manufacturing remains slightly negative YOY% change. This is a July report. On Friday we received the survey data for August. The 2 indices continue to give a [...]

4Sep, 2023

Weekly Market Pulse: Wrong Again

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

There were some very smart people a year ago saying that you couldn't kill inflation without a big rise in unemployment. Last October, Larry Summers - former Treasury Secretary and President of Harvard - said [...]

3Sep, 2023

Happy Labor Day — Labor v Capital

By |September 3rd, 2023|Markets|

The age old argument of the importance of labor versus capital in society. Heather Cox Richardson, professor of history at Boston College, presents the viewpoints of South Carolina Senator James Henry Hammond and "rising politician [...]

27Aug, 2023

Weekly Market Pulse: The Fault Is Not In R-Star

By |August 27th, 2023|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Real Estate, Stocks|

Why, man, he doth bestride the narrow world Like a Colossus, and we petty men Walk under his huge legs and peep about To find ourselves dishonorable graves. Men at some time are masters of [...]

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