Market Research

Market Morsels: Weak Global Economy? Deglobalization?

I don't write or talk much about trade but it is, obviously, an important part of the global economy. With all the talk of deglobalization, you'd think that the US trade deficit must be shrinking, right? And with all those tariffs, imports must be falling right? Well, okay but the US doesn't make anything anymore and our trade policies have [...]

By Joseph Y. Calhoun III|2024-06-06T22:40:42-04:00June 6th, 2024|Alhambra Research, Economy|

Question Time: Signs of Economy Slowing (VIDEO)

By Bob Williams|2024-06-07T09:11:16-04:00June 5th, 2024|Alhambra Research, Economy, Markets|

Question Time: Stagflation Risk Rising (VIDEO)

By Bob Williams|2024-06-04T12:50:58-04:00June 4th, 2024|Alhambra Research, Economy, Markets|

Question Time: AI Stock Market Hype or Reality (VIDEO)

By Bob Williams|2024-06-03T14:12:08-04:00June 3rd, 2024|Alhambra Research, Markets, Stocks|

Weekly Market Pulse: The Fed’s Conundrum
Weekly Market Pulse: The Fed’s Conundrum

Weekly Market Pulse: The Fed’s Conundrum

"The uncertainty about where neutral is today creates a challenge for policymakers." - Neel Kashkari, Minneapolis Federal Reserve President Last week was a volatile one for markets with big swings in stocks and bonds in a holiday-shortened week. The economic data didn't appear to be sufficiently out of the expected range to justify big moves but we got them anyway. [...]