Market Research

28Jun, 2024

Question Time: Weekly Recap & DARP Update (VIDEO)

By Marcelo Perez|2024-06-28T14:16:29-04:00June 28th, 2024|Alhambra Research, Economy, Financial Planning, Markets|

27Jun, 2024

3rd Quarter Secular Outlook

By Douglas R. Terry, CFA|2024-06-27T17:38:23-04:00June 27th, 2024|Alhambra Portfolios, Alhambra Research, Commodities, Currencies, Economy, Markets, Stocks|

We've had an economic boom of investment in AI, manufacturing and infrastructure over the past 18 months. Secular trends like electrification, AI, a space based economy are real. Valuations for companies involved in equipment investment [...]

27Jun, 2024

Question Time: Buying Gold to Protect from Falling Dollar (VIDEO)

By Bob Williams|2024-06-27T13:51:46-04:00June 27th, 2024|Alhambra Research, Economy, Markets|

26Jun, 2024

Question Time: Gold Signaling Dollar Weakness (VIDEO)

By Bob Williams|2024-06-26T13:57:05-04:00June 26th, 2024|Alhambra Research, Economy, Markets|

25Jun, 2024

3rd Quarter Cyclical Outlook

By Douglas R. Terry, CFA|2024-06-27T12:21:48-04:00June 25th, 2024|Alhambra Research, Economy, Federal Reserve/Monetary Policy, Markets|

Growth is slowing Inflation remains sticky Dollar stays firm Interest rates have probably peaked but higher for longer Growth peaked on a quarter over quarter seasonally adjusted annual rate in Q3 last year at 4.9%. [...]

25Jun, 2024

Question Time: Deficits Put Dollar at Risk (VIDEO)

By Marcelo Perez|2024-06-25T13:16:12-04:00June 25th, 2024|Alhambra Research, Economy, Markets|

24Jun, 2024

Question Time: Debt Service > Defense Spending (VIDEO)

By Bob Williams|2024-06-24T15:02:32-04:00June 24th, 2024|Alhambra Research, Economy, Markets|