Market Research

Weekly Market Pulse: The Fed Declares Victory
Weekly Market Pulse: The Fed Declares Victory

25Aug, 2024

Weekly Market Pulse: The Fed Declares Victory

By Joseph Y. Calhoun III|2024-08-26T07:08:05-04:00August 25th, 2024|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Newsletter, Real Estate, Stocks, Taxes/Fiscal Policy|

Overall, the economy continues to grow at a solid pace. But the inflation and labor market data show an evolving situation. The upside risks to inflation have diminished. And the downside risks to employment have [...]

Weekly Market Pulse: Uncoventional Wisdom
Weekly Market Pulse: Uncoventional Wisdom

19Aug, 2024

Weekly Market Pulse: Uncoventional Wisdom

By Joseph Y. Calhoun III|2024-08-19T07:37:11-04:00August 19th, 2024|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Markets, Newsletter, Real Estate, Stocks|

Conventional wisdom: US growth stocks continue to dominate the US stock market. Growth stocks have outperformed value stocks for a long time and the last year of AI driven gains shows that isn't changing. US [...]

16Aug, 2024