economic outlook

Weekly Market Pulse: An Economic Overview

By Joseph Y. Calhoun III|2024-03-18T07:43:45-04:00March 17th, 2024|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Newsletter, Real Estate, Stocks|

Over the last two years, the evolution of the US economy has been driven by a return to “normal”. The distortions of the response to COVID had a profound impact on the economy that I believe will persist for many years. The change in cash levels at the household level were large and have proved more persistent than most expected. [...]

The Tangle of Wages and Spending

Case in point on corroborative evidence divorced from the government’s statistical adjustments, Gallup’s various surveys on the economy, focused almost exclusively on consumers, do not conform to the idea of strengthening resolve nor even more broad-based payroll expansion. The latest figures for July in the daily tracking of self-reported spending ticked up over June, but that observation, once again, is [...]

Weekly Market Pulse: An Economic Overview

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