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Weekly Market Pulse: The Return of Tariff Man

By |2025-10-13T06:30:13-04:00October 12th, 2025|Alhambra Research, Bonds, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Newsletter, Stocks, Taxes/Fiscal Policy|

You knew something had to shatter the calm. The market had become too complacent, making money was too easy lately. It has been 27 trading weeks since the last big tariff announcement - Trump's "liberation day" when he announced reciprocal tariffs on the entire world last April - and in 17 of those weeks, the S&P 500 traded higher, a [...]

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Weekly Market Pulse: Questions For The New Year

By |2024-12-02T06:36:07-05:00December 1st, 2024|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Newsletter, Real Estate, Stocks, Taxes/Fiscal Policy|

As is my usual practice, this will be my last commentary for the year barring big news (and most "news" isn't, especially that of the market variety). While I won't be writing for the next month, that doesn't mean I won't be working. I use the month of December to catch up on my research reading (books and academic papers) [...]

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