gdp report

Weekly Market Pulse: Surprises

By Joseph Y. Calhoun III|2024-01-29T07:30:39-05:00January 28th, 2024|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Newsletter, Real Estate, Stocks, Taxes/Fiscal Policy|

We got the latest report on economic growth last week and it surprised most everyone. Real GDP expanded by an annualized 3.3% in the fourth quarter, well above the consensus estimate of 2%. Nominal GDP expanded an annualized 4.8% quarter to quarter and 5.8% year-over-year. The annualized quarter-to-quarter change is exactly the average annual change since 1990. Real GDP grew [...]

Weekly Economic & Market Review

By Joseph Y. Calhoun III|2012-04-29T17:59:21-04:00April 29th, 2012|Economy|

Targeted, timely and temporary. That was the clarion call of the Keynesians during the debate over the stimulus plan enacted at the beginning of President Obama's current term. Stimulus was reckoned to be most effective when these three principals were embraced. We all know now that timely wasn't much of a consideration in the structure of the stimulus and even [...]

Weekly Market Pulse: Surprises

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