capital goods orders

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 [...]

Weekly Market Pulse: Perception vs Reality

By |2021-10-18T07:46:11-04:00October 17th, 2021|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks, Taxes/Fiscal Policy|

It was the best of times, it was the worst of times... Charles Dickens, A Tale of Two Cities   Some see the cup as half empty. Some see the cup as half full. I see the cup as too large. George Carlin   The quote from Dickens above is one that just about everyone knows even if they don't [...]

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