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.
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.
International events and a strong U.S. dollar and not decimating foreign markets as you would expect. And things look even better if viewed through the lens of local currencies. Alhambra CEO Joe Calhoun breaks down the Currency Illusion.
Alhambra CEO Joe Calhoun discusses last week's Jackson Hole Fed Meeting, the myth that the Fed controls the economy, and current info on the economy, asset prices, and Core Capital Goods.
In this Weekly Market Pulse, Alhambra CEO Joe Calhoun discusses inflation, job openings, consumer sentiment, industrial production and the economic recovery.