Good, bad, or ugly? Alhambra CEO discusses the untold reality of Quantitative Easing.
Alhambra CEO explains where the yield curve inversion went, what's happening to real interest rates, and the impact on the dollar and commodities.
Alhambra CEO Joe Calhoun discusses the crazy volatility in last week's stock market and bond market, and whether the Fed will get involved.
As I sit
here Monday evening with the Dow having closed down 2000 points and the 10-year
Treasury yield around 0.5%, the title of this update seems utterly ridiculous.
With the new coronavirus still spreading and a collapse in oil prices
threatening the entire shale oil industry, recession is now the expected
outcome. Most...
Alhambra CEO discusses Evergrande, the big jump in 10-year Treasury yields last week, the US Dollar trend, and what to look for if investing right now.
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 whether inflation has peaked, the JOLTS report, new company formations, consumer sentiment, and what investors should do to wrap up 2021.
Alhambra CEO talks about last week's reversal in bonds yields, if there's a growth scare, what the yield curve is saying, plus reports on wages & salaries, core capital goods, and jobless claims.