service economy

Bi-Weekly Economic Review

By |2016-06-10T15:41:18-04:00June 10th, 2016|Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Stocks|

Economic Reports Scorecard Concern about recession is growing again as formerly strong portions of the economy turn down. The last two weeks brought reports of new weakness in the labor market, continued slowing in construction and renewed weakness in manufacturing. Auto sales were also weak based on the reports from individual manufacturers. The state of auto sales is frankly a [...]

IBM As A Service Proxy

By |2014-01-22T11:28:31-05:00January 22nd, 2014|Economy, Federal Reserve/Monetary Policy, Markets|

When you think of business investment, far more often than not the typical reaction is something like heavy equipment at an industrial firm. While that is certainly an important aspect of overall productive growth, with firms like General Electric representing the industrial investment, in this more service oriented economy it is computer and technology spending that represents business investment. As [...]

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