Is The Negativity Overdone?
Give stimulus a chance, that’s the theme being set up for this week. After relentless buying across global bond markets distorting curves, upsetting politicians and the public alike, central bankers have responded en masse. There [...]
Wall Street Journal: The Fed Can’t See Its Own Shadow
Our very own Jeff Snider, head of Global Investment Research here at Alhambra Investments, was featured on the Wall Street Journal this morning: The Fed Can't See Its Own Shadow
It’s Open Season on Taxpayers and You are the Target
Hunting season is open again and you’re the target. According to the Internal Revenue Service, there is a new IRS impersonation email scam trying to con you out of your personal information with the end [...]
China’s Next Warning
Chinese monetary authorities announced today what will be for some of its banks a seventh round of “stimulus.” For the largest institutions, it will "only" be their sixth and the first one since January 2019. [...]
Simple Payrolls Right Now, Before Getting To The More Complex Issues
Where things stand right now is actually a pretty simple matter. How and why everything might change, as well as how and why we got here, those are more complex issues which depending upon your [...]
It All Comes Down To The Service Sector
It was framed as a good news/bad news sort of situation. For many, the entire issue of possible recession revolves around the service sector. As far as manufacturing goes, no one will argue otherwise; it’s [...]
Just Who Was The Intended Audience For The Rate Cut?
Federal Reserve policymakers appear to have grown more confident in their more optimistic assessment of the domestic situation. Since cutting the benchmark federal funds range by 25 bps on July 31, in speeches and in [...]
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