Investment Strategy

Economy & Policy May 22, 2026 Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions. After a slowdown earlier in the year, stronger April and May data support the view that weakness in January and February, followed by a rebound in March, was largely weather-related rather than the start of a broader deterioration […]

MARKETS & INVESTING May 08, 2026 Key takeaways: Review the latest Weekly Headings by CIO Larry Adam. S&P 500 earnings have seen the strongest upward revision to EPS in four years Mega-cap tech has been the standout through 1Q earnings Despite headwinds from rising energy costs, margins hit a record in 1Q With 82% of […]

Markets & Investing April 17, 2026 Review the latest Weekly Headings by CIO Larry Adam. Equity markets have moved on, but tail risks from US-Iran conflict remain Sustained high energy prices would increase downside economic risks High bar for US earnings leaves market vulnerable to disappointing news After a 9.1% drawdown, the S&P 500 surged […]

Markets & Investing April 20, 2026 Raymond James Senior Investment Strategist Tracey Manzi examines how Kevin Warsh’s appointment could shape Fed policy outlook. New Federal Reserve (Fed) chairs don’t come along often. Since 1980, only five individuals have led the Fed: Jerome Powell is currently in his second term, Janet Yellen served one term and […]