Economic Commentary
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. […]
Inflation rears its ugly face, again
Economy & Policy April 10, 2026 Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions. The question that is increasingly on everyone’s mind is simple: Is this time different? The answer will hinge squarely on what happens to core inflation, specifically the core Consumer Price Index and the core PCE price index. The […]
Continuing consequences from the US-Iran conflict
Markets & Investing April 06, 2026 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Click here to enlarge The US-Iran conflict has altered Iran’s regional influence and, more broadly, has many other consequences. It pressures government relations as well as global and financial market trading. The closure of the Strait […]