Market Updates
2025 political outlook
Economy & Policy January 13, 2025 Managing Director, Washington Policy Analyst Ed Mills looks at how several of the top market-relevant Washington DC issues could play out in 2025. To read the full article, see the Investment Strategy Quarterly publication linked below. Key takeaways: The key market-relevant policies of the Trump administration will be: Tariffs, […]
Labor market strong, but normalization continues
Economy & Policy January 10, 2025 Chief Economist Eugenio J. Alemán discusses current economic conditions. The US labor market has remained relatively strong, but the trend over the last year or so has been one of normalization back to the pre-pandemic levels. One of the data series showing this normalization trend has been job openings. […]
2025 economic outlook
Economy & Policy January 08, 2025 Chief Economist Eugenio Alemán and Economist Giampiero Fuentes break down the factors likely to impact economic growth, inflation and interest rates. To read the full article, see the Investment Strategy Quarterly publication linked below. The results of the 2024 US election, which concluded with a Republican sweep, ended months […]
City of lights, market of opportunities
MARKETS & INVESTING July 02, 2024 With a nod to the Summer Olympics, Raymond James CIO Larry Adam highlights his team’s quarterly outlook. To read the full article, see the Investment Strategy Quarterly publication linked below. We’re borrowing from the upcoming Paris Summer Olympics for our quarterly theme – with a twist. Instead of using […]