trade policy

Weekly Market Pulse: Stop-N-Go…N-Stop

By |2025-03-10T10:32:45-04:00March 9th, 2025|Alhambra Research, Bonds, Commodities, Currencies, Economy, Markets, Newsletter, Real Estate, Stocks, Taxes/Fiscal Policy|

Uncertainty around economic policy is near all-time highs with most of that focused on trade policy. Is the uncertainty part of President Trump’s plan? Or part of his negotiating strategy? I have no idea but the effects are obvious and negative, not just for the stock market, but for the economy as a whole. But how negative? I've been getting [...]

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Weekly Market Pulse: A Fatal Conceit

By |2023-01-23T10:00:11-05:00January 22nd, 2023|Alhambra Research, Bonds, Commodities, Currencies, Economy, Federal Reserve/Monetary Policy, Markets, Real Estate, Stocks, Taxes/Fiscal Policy|

Inflation* in the US is falling rapidly with the CPI rising just 0.9% in the second half of 2022 versus 5.4% in the first six months. Existing home sales are down 14.6% in the last 3 months and 34% over the last year. Housing starts are down 22% and permits are down 30% year-over-year. Orders for durable goods are down [...]

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