Friday , January 27 2023
Home / Tag Archives: 5.) Alhambra Investments (page 20)

Tag Archives: 5.) Alhambra Investments

All Eyes On Inventory

You’ve heard of the virtuous circle in the economy. Risk taking leads to spending/investment/hiring, which then leads to more spending/investment/hiring. Recovery, in other words. In the old days of the 20th century, quite a lot of the circle was rounded out by the inventory cycle. Both recession and recovery would depend upon how much additional product floated up and down the supply chain. Deflation, too. On the contraction side, demand might fall off a bit for...

Read More »

Weekly Market Pulse (VIDEO)

Alhambra CEO Joe Calhoun discusses China’s Evergrand, this week’s Fed meeting, the overpriced stock market, and the latest CPI numbers and reports. [embedded content] [embedded content] You Might Also Like SNB Sight Deposits: Inflation Fear Decreasing, SNB Selling Euros 2021-09-20 Sight Deposits have fallen: The change is -0.2 bn. compared to last week, this means the SNB is selling...

Read More »

Weekly Market Pulse (VIDEO)

Alhambra CEO Joe Calhoun discusses China’s Evergrand, this week’s Fed meeting, the overpriced stock market, and the latest CPI numbers and reports. [embedded content] [embedded content] You Might Also Like SNB Sight Deposits: Inflation Fear Decreasing, SNB Selling Euros 2021-09-20 Sight Deposits have fallen: The change is -0.2 bn. compared to last week, this means the SNB is selling...

Read More »

Weekly Market Pulse: Time For A Taper Tantrum?

The Fed meets this week and is widely expected to say that it is talking about maybe reducing bond purchases sometime later this year or maybe next year or at least, someday. Jerome Powell will hold a press conference at which he’ll tell us that markets have nothing to worry about because even if they taper QE, interest rates aren’t going up for a long, long time. That statement might have more credibility if the Fed had been right about just about anything over the...

Read More »

Weekly Market Pulse: Time For A Taper Tantrum?

The Fed meets this week and is widely expected to say that it is talking about maybe reducing bond purchases sometime later this year or maybe next year or at least, someday. Jerome Powell will hold a press conference at which he’ll tell us that markets have nothing to worry about because even if they taper QE, interest rates aren’t going up for a long, long time. That statement might have more credibility if the Fed had been right about just about anything over the...

Read More »

August Retail Sales Surprise To The Upside, Because They Were Down?

According to the movie The Princess Bride, the worst classic blunder anyone can make is to get involved in a land war in Asia. No kidding. The second is something about Sicilians and death. There is also, I’ve come to learn, an unspoken third which cautions against chasing down and then trying to break down seasonal adjustments in economic data. Some things are best left just as they are published. . The Census Bureau today released its estimates for retail sales....

Read More »

August Retail Sales Surprise To The Upside, Because They Were Down?

According to the movie The Princess Bride, the worst classic blunder anyone can make is to get involved in a land war in Asia. No kidding. The second is something about Sicilians and death. There is also, I’ve come to learn, an unspoken third which cautions against chasing down and then trying to break down seasonal adjustments in economic data. Some things are best left just as they are published. . The Census Bureau today released its estimates for retail sales....

Read More »

Weekly Market Pulse (VIDEO)

Alhambra CEO Joe Calhoun responds to questions about a slowing economy, long-term economic impacts of COVID, stock prices and the business cycle. [embedded content] [embedded content] You Might Also Like SNB Sight Deposits: Inflation is there, CHF must Rise 2021-09-13 Sight Deposits have risen by +0.2 bn CHF, this means that the SNB is intervening and buying Euros and Dollars....

Read More »

Weekly Market Pulse (VIDEO)

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. [embedded content] [embedded content] You Might Also Like SNB Sight Deposits: Inflation is there, CHF must Rise 2021-09-13 Sight Deposits have risen by +0.2 bn CHF, this means that the SNB is intervening and buying Euros and Dollars....

Read More »

What’s Real Behind Commodities

Inflation is sustained monetary debasement – money printing, if you prefer – that wrecks consumer prices. It is the other of the evil monetary diseases, the one which is far more visible therefore visceral to the consumers pounded by spiraling costs of bare living. Yet, it is the lesser evil by comparison to deflation which insidiously destroys the labor market from the inside out. You see inflation around you; anyone can only tell deflation by hopefully noticing and...

Read More »