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Economic Commentary

Next week’s data releases: markets take it all in

Economy & Policy March 27, 2026 Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions. Although we will publish individual indicators on Friday, April 3, 2026, markets will be closed in observance of Good Friday. As a result, we will not be releasing our Weekly Economics next week. This makes the upcoming slew […]

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Let the games begin: markets vs. the Fed

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 […]

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Trade policy and inflation risks

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 […]

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