Commentary

Weekly Investment Strategy

The equity market was on cruise control, but now headline congestion has the S&P 500 down more than 17% year-to-date—its worst start to a year in at least 25 years.

Commentary

Prevailing Pessimism Masks Market Resilience

The nature of the economy is that there are always causes for concern in strong markets, just as there are reasons for optimism in weaker ones.

Commentary

Weekly Market Snapshot

Chief Economist Scott Brown discusses the latest market data.

Commentary

"Good Enough" Earnings May Boost Equities

With all eyes on earnings, Raymond James CIO Larry Adam stresses the importance of strong underlying fundamentals.

Commentary

Weekly Market Snapshot

Chief Economist Scott Brown discusses the latest market data.

Commentary

Weekly Investment Strategy

Review the latest Weekly Headings by CIO Larry Adam.

Commentary

Geopolitics Only One Factor In Rising Oil Prices

Underlying oil market fundamentals – good ol’ supply and demand – are as bullish as they have been over the past decade, says Pavel Molchanov, Managing Director and Energy Analyst for Raymond James Equity Research.

Commentary

Equity Sector Performance During Fed Tightening Cycles

With the US Federal Reserve (Fed) and other central banks going down the path of increasing policy rates, it seemed a good time to look at market impacts over the last 40 years or so.

Commentary

Weekly Market Snapshot

The March Employment Report was strong. Nonfarm payrolls rose by 431,000 – less than expected but with upward revisions to January and February (a 562,000 monthly average in 1Q22).

Commentary

Despite Inflation, Economic Backdrop Remains Favorable

Volatility is likely to persist but the U.S. economy has room to grow.

Commentary

Soft Landings Are Hard

Chief Economist Scott Brown discusses current economic conditions.

Commentary

5 Reasons For Renewed Optimism In The Equity Market

Shoots of green are showing up in the markets amid the gloom of geopolitical strife and monetary policy tightening.

Commentary

Weekly Market Snapshot

Chief Economist Scott Brown discusses the latest market data.

Commentary

The Job Market, Inflation, and the Fed

In his monetary policy testimony to Congress, Fed Chair Pro Tempore Powell solidified market expectations that the Federal Open Market Committee will raise short-term interest rates by 25 basis points on March 16 (and not by 50).

Commentary

Weekly Investment Strategy

Review the latest Weekly Headings by CIO Larry Adam.