Economic Commentary
Wars, markets and economic growth
ECONOMY & POLICY May 01, 2026 Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions. Click here to enlarge A few days ago, a client shared a chart produced by a think tank or a bank economics group that tracked the performance of the S&P 500 over the past five to six decades […]
Critical updates could provide near-term market insights
Markets & Investing April 24, 2026 Review the latest Weekly Headings by CIO Larry Adam. Key consumer and manufacturing data will offer clarity on the economic outlook ~44% of S&P 500 market cap will report next week – the busiest week of 1Q26 earnings The April FOMC meeting will garner attention as potentially Chair Powell’s […]
Fed chair confirmation hearing: a lot of noise, few new signals
Economy & Policy April 24, 2026 Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions. Congressional confirmation hearings tend to generate far more noise than signal, and this one was no exception. Between politicians posturing for the cameras in hopes of becoming their party’s next rising star, and nominees exercising extreme caution to […]
Why do consumers feel worse in a strong economy?
Economy & Policy April 17, 2026 Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions. Headline economic indicators remain resilient as gross domestic product (GDP) continues to expand, the unemployment rate remains low and wage growth has held up better than expected. However, these figures reflect averages, not the lived experience of households. […]