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Weekly Market Pulse: Bonds Didn’t Get The Inflation Memo

By |2021-05-17T08:30:54-04:00May 16th, 2021|Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Real Estate, Stocks|

It was all over the news last week. Inflation has arrived. The CPI was hotter than expected. The PPI was even hotter. Import prices were up and export prices were up more. It was impossible to miss the inflation story last week. Stocks got the message and sold off on the hot CPI and finished the week lower for a [...]

Less Than Burgers

By |2014-10-21T15:28:55-04:00October 21st, 2014|Economy, Federal Reserve/Monetary Policy, Markets|

With all of the credit market fireworks that leaked into stocks, the pace of economic reassurance from “authorities” has been rather steady and a bit more emphatic. Despite the attempts at managing perceptions, there has been very little actual success in persuading. In many ways this is like the unfolding ebola drama in that there is a palpable disconnect between [...]

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