Economic Commentary

ECONOMY & POLICY March 20, 2026 Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions. Several days after the end of the Federal Open Market Committee (FOMC) meeting, markets are starting to second guess the Federal Reserve (Fed) in what is going to be an interesting battle of wills. Sometimes markets try to […]

Economy & Policy March 13, 2026 Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions. Although the administration has expressed support for a lower federal funds rate, several policy developments since taking office continue to complicate that objective. In particular, recent tariff actions – some of which were legally challenged and later invalidated […]

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 […]

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 […]