What caused the rally in stocks and bonds last week? Alhambra CEO Joe Calhoun talks about the CPI numbers, the break in Treasury and Dollar uptrends, interest rates, and lag time to recession.
Alhambra CEO Joe Calhoun has an opinion on why the market was on a roller coaster after the Fed statement last week; There’s more than one way to calculate the 10/3 yield curve, and don’t put all you hope on a single market indicator.
Alhambra CEO Joe Calhoun explains why he's a rational optimist about current market conditions and the economy, what he expects from the solid inversion of the 10/3 yield curve, and what he expects from this week's Fed meeting.
Is the Fed Changing its mind about hike, hike, hike? Alhambra CEO Joe Calhoun talks about the latest Fed headline, as well as a full slate of economic news this week and the inversion of the 10/3 yield curve.
The Federal Reserve seems confused about its role in inflation and unemployment. Alhambra's Steve Brennan and Joe Calhoun discuss it.
Alhambra CEO Joe Calhoun discusses the crazy volatility in last week's stock market and bond market, and whether the Fed will get involved.
Alhambra CEO Joe Calhoun has strong words about the next anticipated Fed rate hike, what's really happening with the economy and what he thinks about last week's OPEC decision to cut oil production.
Good, bad, or ugly? Alhambra CEO discusses the untold reality of Quantitative Easing.
Are investors at the point of maximum pessimism? Alhambra CEO Joe Calhoun talks about a horrible 3rd quarter, sentiment, and where investors can look right now.
Is Jerome Powell as tough as he thinks he is? Alhambra CEO Joe Calhoun has his thoughts, plus surprises last week in housing, especially in the refi market.