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Weekly Market Pulse: Time For A Taper Tantrum?

By |2021-09-20T08:23:10-04:00September 19th, 2021|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks|

The Fed meets this week and is widely expected to say that it is talking about maybe reducing bond purchases sometime later this year or maybe next year or at least, someday. Jerome Powell will hold a press conference at which he'll tell us that markets have nothing to worry about because even if they taper QE, interest rates aren't [...]

Monthly Macro Monitor: The Tempest

By |2019-10-23T15:08:26-04:00May 13th, 2019|Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets|

The Trump administration raised tariffs last week from 10% to 25% on $200 billion worth of Chinese goods and are considering tariffs on another $300 billion of Chinese goods. The Chinese retaliated this morning, raising tariffs to 25% from 5% and 10% on various goods totaling $60 billion. Obviously, the trade negotiations are not going well. Stock markets around the [...]

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