european economy

Weekly Market Pulse: Beware The Aftershocks

By |2023-06-12T06:58:12-04:00June 11th, 2023|Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Real Estate, Stocks|

I am changing the format of these weekly updates. Rather than publishing one long weekly note, the weekend note will cover just the market and economic news of the week. The general commentary portion will be published another day during the week. We will also be publishing some new research notes during the week. The Monday email will include links [...]

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Weekly Market Pulse: A Fatal Conceit

By |2023-01-23T10:00:11-05:00January 22nd, 2023|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks, Taxes/Fiscal Policy|

Inflation* in the US is falling rapidly with the CPI rising just 0.9% in the second half of 2022 versus 5.4% in the first six months. Existing home sales are down 14.6% in the last 3 months and 34% over the last year. Housing starts are down 22% and permits are down 30% year-over-year. Orders for durable goods are down [...]

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