Weekly Market Pulse: War. What Is It Good For?

By |2026-03-30T07:27:27-04:00March 29th, 2026|Alhambra Research, Bonds, Commodities, Economy, Federal Reserve/Monetary Policy, Markets, Newsletter, Real Estate, Stocks|

Sentiment about the economy is negative right now, but that isn't a new development. The University of Michigan consumer sentiment survey is near its all-time worst reading, which was set just a few years ago in 2022. The expectations portion of that survey is currently at levels only seen in the mid-70s, near the bottom of the '73/74 bear market, [...]