Where are interest rates going? Doug Terry, Alhambra's Head of Investment Research, offers his thoughts.
Alhambra CEO Joe Calhoun gives a refresher on nominal and real interest rates and what they're saying right now about the investor fear factor.
Alhambra CEO Joe Calhoun compares the similarities between today's bear market and past ones, plus last week's data on the economy, employment, and whether the new data points to recession.
Good, bad, or ugly? Alhambra CEO discusses the untold reality of Quantitative Easing.
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.
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.
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.
Alhambra CEO Joe Calhoun has an opinion on why the market was on a roller coaster after the Fed statement last week; There’s more than one way to calculate the 10/3 yield curve, and don’t put all you hope on a single market indicator.
This is the time of year when lots of folks have visions of warming their feet by the fire while the cold wind whistles outside. But with the highest mortgage rates in more than four decades, many people are getting cold feet about a cozy place of their own. The...
Alhambra CEO Joe Calhoun explains why he's a rational optimist about current market conditions and the economy, what he expects from the solid inversion of the 10/3 yield curve, and what he expects from this week's Fed meeting.