Economic Commentary

Economy & Policy January 12, 2026 Raymond James Chief Economist Eugenio J. Alemán evaluates economic conditions heading into 2026. Key takeaways Our GDP forecast for year-end 2026 is 2.2%, but we remain alert to risks that could prompt adjustment. We expect fiscal stimulus and AI investment to support the economy and the labor market to […]

Markets & Investing January 06, 2026 Raymond James Chief Investment Officer Larry Adam identifies 10 themes for the markets and economy. In 2025, the S&P 500 delivered double-digit returns for a third straight year. Heading into the fourth year of the bull market, Raymond James Chief Investment Officer Larry Adam identifies 10 themes to watch […]

Economy & Policy January 02, 2026 Chief Economist Eugenio J. Alemán discusses current economic conditions. Since this is our first Weekly Economics of this new year, we felt it was important to mention what transpired during the last Federal Open Market Committee (FOMC) meeting of 2025, according to the FOMC minutes. This week’s release of […]

December 15, 2025 Doug Drabik discusses fixed income market conditions and offers insight for bond investors. We are getting close to the time when forecasts for next year will suggest how we should invest to optimize our portfolio. But wait – we are at that time when we should realize that last year’s forecasts weren’t […]