Howard Gold had an article last week at Marketwatch: Why is the US stock market weak? Because the economy is too strong. What does it mean for the economy to be "too strong"? Isn't growth supposed to be good for stocks? Gold's reasoning is that Fed tightening is driving up the...
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 talks about last week's surprising market reaction to the unemployment numbers and why it's important to study the bond market.
Alhambra CEO Joe Calhoun discusses zooming out on the market, and what the 10-year treasury is saying about future growth, inflation, the dollar, and oil.
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.
Alhambra CEO Joe Calhoun talks about investors panicking "in" to markets instead of out.