Economy

By Joseph Y. Calhoun III|2025-07-21T07:21:26-04:00July 20th, 2025|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Newsletter, Real Estate, Stocks|

Jerome Powell's tenure as the Chairman of the Federal Reserve has ended. Not literally, of course, because apparently Scott Bessent has, for now, talked President Trump out of firing him. But despite that reprieve, there are now several Chairmen of the Federal Reserve, none of them named Powell. He is the lamest of ducks. A lame duck, literally, is a [...]

Question Time: Federal Reserve Politics Heat Up
Question Time: Federal Reserve Politics Heat Up

Question Time: Federal Reserve Politics Heat Up

By Bob Williams|2025-07-18T14:04:37-04:00July 18th, 2025|Economy, Federal Reserve/Monetary Policy, Markets|

Question Time: Deglobalization Dilemma for Stocks
Question Time: Deglobalization Dilemma for Stocks

Question Time: Deglobalization Dilemma for Stocks

By Bob Williams|2025-07-17T14:55:08-04:00July 17th, 2025|Alhambra Research, Economy, Markets, Stocks|

Question Time: Economics of Immigration
Question Time: Economics of Immigration

Question Time: Economics of Immigration

By Bob Williams|2025-07-16T14:10:48-04:00July 16th, 2025|Alhambra Research, Economy|

Question Time: Stock Sector Dangers & Opportunities
Question Time: Stock Sector Dangers & Opportunities

Question Time: Stock Sector Dangers & Opportunities

By Bob Williams|2025-07-15T13:36:59-04:00July 15th, 2025|Alhambra Research, Economy, Markets, Stocks|

Question Time: Tariff Drama Not Over Yet
Question Time: Tariff Drama Not Over Yet

Question Time: Tariff Drama Not Over Yet

By Bob Williams|2025-07-14T14:02:55-04:00July 14th, 2025|Alhambra Research, Economy, Markets|

Weekly Market Pulse: The Return Of Tariff Man
Weekly Market Pulse: The Return Of Tariff Man

Weekly Market Pulse: The Return Of Tariff Man

By Joseph Y. Calhoun III|2025-07-14T07:40:30-04:00July 13th, 2025|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks, Taxes/Fiscal Policy|

Last week President Trump announced, via a letter posted on his social media site, that products from Brazil would face a 50% tariff, starting August 1st, due to their treatment of former President Jair Bolsonaro, who is on trial for trying to overturn his 2022 election loss. The President also cited Brazil's treatment of US social media companies, which the [...]