Alhambra CEO Joseph Y. Calhoun discusses the Katona effect in light of last week's 10-year low consumer sentiment number and the 30-year high inflation number.
Alhambra CEO Joe Calhoun talks about the 50-year anniversary of coming off the gold standard, and market-based dollar prices
Alhambra CEO Joe Calhoun gives a refresher on nominal and real interest rates and what they're saying right now about the investor fear factor.
Whether we're in recession depends on who you ask. Alhambra CEO Joe Calhoun looks at the data and compares this unique economic cycle with previous ones to come up with his conclusion.
Is the Fed’s monetary tightening about over? Maybe, maybe not but there does seem to be some disagreement between Jerome Powell and his Vice Chair, Richard Clarida. Powell said just a little over a month ago that the Fed Funds rate was still “a long way from neutral” and that...
Alhambra CEO Joe Calhoun talks about the return of fear to the market, the 2022 selloff in risky assets including large-cap growth, what's going on with volatility, REITs, bonds, commodities, and if it's time to get greedy.
In this Weekly Market Pulse, Alhambra CEO Joe Calhoun discusses inflation, job openings, consumer sentiment, industrial production and the economic recovery.
Alhambra CEO Joe Calhoun discusses whether the economy is in early or late cycle, what last week’s employment numbers really mean, and two concerning economic indicators.
Alhambra CEO Joe Calhoun talks about last week's economic reports versus the bond market, what the bond market is telling us, Omicron and its effect on the market, and what investors should be watching right now.