Alhambra CEO Joe Calhoun discusses negative investing trends, last week’s negative GDP report, and the outlook for future rate increases by the Federal Reserve.
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.
Are investors at the point of maximum pessimism? Alhambra CEO Joe Calhoun talks about a horrible 3rd quarter, sentiment, and where investors can look right now.
Alhambra CEO Joe Calhoun gives his opinion on stagflation, how it's different than it was in the 1970's, last week's negative GDP number, and the importance of sticking to your investment strategy.
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 talks about last week's rise in bond yields and what it means.
Alhambra CEO Joe Calhoun explains why investing right now is counterintuitive.
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.
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.