US equities should continue to be a long-term portfolio driver
3/31/2025
Raymond James Chief Investment Officer Larry Adam notes that despite near-term headwinds, the US economy should remain resilient.
Markets & Investing
Tariff uncertainty to stay longer than expected; tariff costs to go higher
3/28/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy


The Federal Reserve: Waiting for more policy clarity
3/21/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Interest rate cuts remain likely in 2025
3/19/2025
Despite the increase in policy uncertainty, the Federal Reserve held its forecast steady at the March FOMC meeting with two rate cuts projected in 2025.
Markets & Investing
Tariffs noise hides positive inflation developments
3/14/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Let the (trade) war begin, or not: Uncertainty is a risk to economic activity
3/7/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Debt limit debate comes back into focus
2/10/2025
While the expectation is Congress will raise the debt ceiling, the process is likely to be volatile.
Economy & Policy

2025 political outlook
1/13/2025
Managing Director, Washington Policy Analyst Ed Mills looks at how several of the top market-relevant Washington DC issues could play out in 2025.
Economy & Policy
An updated look at the 2024 Election
10/24/2024
With the election in its closing stretch, Managing Director, Washington Policy Analyst Ed Mills and team provide in-depth analysis of the presidential and congressional races.
Economy & Policy
Infographic: The Fed and the fuss, demystified
Explore how the Fed keeps the economy on track through monetary policy, and how its moves ultimately ripple outward.
Economy & Policy
Biden withdrawal announcement: Large market reaction unlikely
7/22/2024
Managing Director, Washington Policy Analyst Ed Mills and team look at the potential path forward for the Democratic party following President Biden's decision to drop out of the 2024 race.
Markets & Investing