Economic Commentary
The Iran conflict’s impact on oil prices
Economy & Policy March 03, 2026 The evolving conflict in Iran could disrupt oil supply, pushing prices higher in the near term. However, as with most geopolitical events, the situation remains fluid, and while further price escalation is possible, history shows that geopolitical events tend to have limited and short‑lived impacts on the broader economy […]
Addressing the ‘state’ of the midterms, economy and markets
Markets & Investing February 20, 2026 Review the latest Weekly Headings by CIO Larry Adam. Key takeaways Betting markets currently reflect that Democrats will flip the House Despite depressed confidence, the US economy remains on solid footing A muted start to the year for the S&P 500, but fundamentals are strong President Donald Trump is […]
A short note on the US Supreme Court’s decision on tariffs
Economy & Policy February 20, 2026 Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions. We will let lawyers determine the path forward on tariffs after the Supreme Court’s decision, but we want to give our two cents from inside our economist castle tower. As we have said before, we believe that freer […]
What to make of the January employment report
Economy & Policy February 13, 2026 Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions. There is a lot to unpack from what was included in the delayed January employment report. The most important information was that it was very strong, up 130,000. Recent research has shown that the breakeven monthly employment growth […]