Precious Metals

Weekly Market Pulse: The Uncertainty of Uncertainty
Weekly Market Pulse: The Uncertainty of Uncertainty

Weekly Market Pulse: The Uncertainty of Uncertainty

By Joseph Y. Calhoun III|2025-06-16T09:05:19-04:00June 15th, 2025|Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks, Taxes/Fiscal Policy|

Oil jumped 7.5% last Friday in the wake of the Israeli attack on Iran but the reaction in most other markets was surprisingly muted. The dollar, which normally catches a bid in these situations, was up just 0.27% and US Treasuries actually sold off on the news. Gold was the preferred safe haven this time, up 1.4% on the week. [...]

Weekly Market Pulse: Been There, Done That
Weekly Market Pulse: Been There, Done That

Weekly Market Pulse: Been There, Done That

By Joseph Y. Calhoun III|2023-03-20T07:51:06-04:00March 19th, 2023|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks|

A bank's assets triple over a few years when interest rates are low. The bank invests those assets in long-term, higher-yielding municipal bonds with little credit risk. Inflation flares up and interest rates rise, reducing the value of the municipal bonds and funding dries up. Regulators become concerned that the failure of this bank could damage public confidence in the [...]

Weekly Market Pulse: The Uncertainty of Uncertainty

Weekly Market Pulse: Been There, Done That

Weekly Market Pulse: Been There, Done That

Stay In Touch

Contact