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ism manufacturing survey

Market Morsels: ISM and Recession

By |2024-02-08T08:49:48-05:00February 7th, 2024|Alhambra Research, Economy|

The ISM manufacturing survey has been below 50 for 15 months in a row and sits today at 49.1. This survey, along with a lot of other manufacturing data and anecdotes, has been cited repeatedly by the economic bears as evidence we are heading for recession. That, of course, hasn't happened and that is consistent with this indicator. Yes, below [...]

Weekly Market Pulse: The More Things Change…

By |2022-09-06T08:56:01-04:00September 5th, 2022|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Real Estate, Stocks|

I stopped in a local antique shop over the weekend. The owner is retiring and trying to clear out as much as she can before they close the doors so I paid a mere $3 for the Life magazine above. I think it might be worth many multiples of that price for investors who think our situation today is somehow [...]

Is The US Already In Recession?

By |2012-12-09T17:51:09-05:00December 9th, 2012|Economy, Markets|

Is the US economy already in a recession? That's what Lakshman Achuthan of the Economic Cycle Research Institute believes. He made the media rounds last week and his message was a simple one - the US economy has been in recession since July of this year. ECRI has a flawless record of predicting US recessions and so we should probably [...]

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