Economy

Weekly Market Pulse: 122 or 301, Whatever It Takes

By |2026-02-23T07:24:54-05:00February 22nd, 2026|Alhambra Research, Bonds, Economy, Markets, Newsletter, Taxes/Fiscal Policy|

What's in a name? That which we call a rose, by any other name would smell as sweet. - Romeo and Juliet, Act II, Scene II   The Supreme Court finally released its ruling on President Trump's use of the IEEPA (International Emergency Economic Powers Act of 1977) to impose universal tariffs on foreign goods and the verdict was utterly [...]

Monthly Macro Monitor: Plus ça Change

By |2026-02-09T07:25:05-05:00February 8th, 2026|Alhambra Research, Bonds, Currencies, Economy, Newsletter|

The latest government shutdown ended last week, after a mere four days, but that was apparently enough to prevent the Bureau of Labor Statistics from releasing the January employment report. It will be released this week instead (2/11) but I'd prefer if they waited about six months. These reports are one of the most anticipated by Wall Street and are [...]

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