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Weekly Market Pulse: Here We Go Again

By |2025-02-10T08:38:17-05:00February 9th, 2025|Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks, Taxes/Fiscal Policy|

The stock market was having a good week until just around 10 am last Friday. Stocks rallied during the week as earnings reports were pretty good - with exceptions as always - and the economic news wasn't bad either. On earnings specifically, Q4 '24 is shaping up as the best quarter in the last three years with earnings so far [...]

Macro: ISM Services

By |2024-01-05T15:07:18-05:00January 5th, 2024|Economy|

The index is down from 52.7% in November to 50.6% in December. While current activity registered a jump to 56.6% from 55.1%, the composite is being held down by employment, inventories, trade and new orders. Employment -- 50.7 in Nov to 43.3 in Dec, down 7.4% Inventories -- 55.4 in Nov to 49.6 in Dec, down 5.8% Imports -- 53.7 [...]

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