gdp report

Weekly Market Pulse: I Don’t Know

By |2025-02-03T07:44:58-05:00February 2nd, 2025|Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks|

By the time you read this, markets around the world will be reacting to the Trump administration's imposition of tariffs on Canada and Mexico and additional tariffs on China. I don't know what exactly that reaction will be although it seems unlikely to be positive, at least initially. Regardless of the market reaction, investors need to be careful not to [...]

Weekly Market Pulse: Surprises

By |2024-01-29T07:30:39-05:00January 28th, 2024|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 [...]

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