Alhambra CEO explains where the yield curve inversion went, what's happening to real interest rates, and the impact on the dollar and commodities.
In this Weekly Market Pulse, Alhambra CEO Joe Calhoun discusses inflation, job openings, consumer sentiment, industrial production and the economic recovery.
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.
Stocks took another beating last week as the scope of the coronavirus shutdown started to sink in. The S&P 500 was down 15% last week with most of that coming on Monday after the Fed’s emergency rate cuts. Our accounts performed much better than that, but were still down...
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 Joe Calhoun describes the move in bonds last week, what it means, and how it's different than a similar move in the spring of 2021.
Most everyone has heard of the Chinese proverb – or curse – that wishes one to live in “interesting times”. You’ve probably also heard that in Chinese the word “crisis” is composed of two symbols, one that denotes “danger” and another that means “opportunity”. Well we certainly live in...