How have markets and economy evolved since the last leap year?
by Larry Adam, CIO, Raymond James Key Takeaways Stocks have continued to leap higher Bonds still have not…
February 27, 2024
Emerging storylines from earnings season
by Larry Adam, CIO, Raymond James Key Takeaways MVP award goes to Mega-cap tech Consumer remains the ‘playcaller’ of…
February 15, 2024
Will the bond market cooling trend persist?
by Larry Adam, CIO, Raymond James Key Takeaways Policymakers pour ‘cold water’ on early rate cuts Economic data…
January 23, 2024
Why are earnings estimates like New Year’s resolutions?
by Larry Adam, CIO, Raymond James Key Takeaways Earnings growth likely to remain below average in 4Q Downward…
January 18, 2024
Forecasting
by Drew O'Neil, Raymond James Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.…
January 5, 2024
Two sides to every story?
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
December 27, 2023
The probability of a soft landing has increased
by Larry Adam, CIO, Raymond James Key Takeaways The probability of a soft landing has increased The trend…
December 20, 2023
Inflation remains on a downward path
by Larry Adam, CIO, Raymond James Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Economic…
December 13, 2023
The many lives of the U.S. consumer
by Eugenio J. Alemán, Chief Economist, Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions. To…
December 13, 2023
A volatile year with a silver lining
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
December 6, 2023
5 financial-related dynamics we’re grateful for
by Larry Adam, CIO, Raymond James Key Takeaways U.S. economic growth continues to outpace other G7 nations Strong…
November 30, 2023
Five reasons we remain optimistic on equities
by Larry Adam, CIO, Raymond James Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Favorable…
November 9, 2023
Tentative times, disconcerted consumers, volatile markets
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
October 23, 2023
Disinflation is alive and well, but the Fed's job is not over
by Eugenio J. Alemán, Chief Economist, Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions. We…
October 19, 2023