fbpx

predictions

Weekly Market Pulse: The Consensus Will Be Wrong

By |2023-01-09T07:52:22-05:00January 8th, 2023|Alhambra Portfolios, Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks|

What's your outlook for this year? I've heard that question repeatedly over the last month and if you're reading this hoping I'll let you have a peek at my crystal ball, you're going to be disappointed. Because I don't have a crystal ball and neither, I hasten to add, does anyone else in this business. So, no, I don't know [...]

7 Macro-Drivers for Capital Markets in 2016

By |2015-12-06T19:21:47-05:00December 6th, 2015|Commodities, Economy, Federal Reserve/Monetary Policy, Markets, Stocks|

Global Growth Recession risks are low and growth should improve in 2016. Excess supply is especially apparent in the raw materials/commodities sectors. This state of overcapacity/supply and a strong dollar combined from 2014-2015 to create an environment of falling prices and sluggish growth in global manufacturing. The services sector continues to perform well. Continued expansion in the US coupled with a recovering [...]

Go to Top