Commentary

Taking a Closer Look at Tariffs' Potential Impacts

financial markets are becoming uneasy as President Trump follows through on his campaign promises to impose or threaten new tariffs to improve trade imbalances or achieve some of his policy priorities

Commentary

Pulled Pork, Pulled Sales and Winter Wonderland

Tariff concerns are not only affecting inflation expectations but also Americans’ consumption patterns.

Commentary

Cash Flow & Income

Cash flow and income sometimes get commingled, potentially creating confusion. Cash flow and yield typically represent two different components that can be used to accomplish different objectives.

Commentary

Debt Limit Debate Comes Back Into Focus

While the expectation is Congress will raise the debt ceiling, the process is likely to be volatile.

Commentary

Earnings Season Off to a Strong Start

We provide an update on the 4Q24 earnings season and explain why our positive outlook on tech- related companies remains unchanged.

Commentary

A Historical Look at Tariffs

Tariffs seem to have become a staple of Americans’ dictionaries lately as the new administration uses this policy instrument to achieve objectives that are not directly tied to the reasons tariffs have been used in the past.

Commentary

Potential Impact of Tariffs Weighing on Markets, Corporations

Raymond James CIO Larry Adam looks at how the proposed tariffs may impact the economy and financial markets.

Commentary

Market Performance Reflects Continued Optimism for US Economy

The equity market appears to be showing signs of broadening beyond technology.

Commentary

Fed Holds Steady: No News Is Good News

After this week’s FOMC decision to hold the fed funds rate unchanged, markets and analysts concluded that Federal Reserve members had changed their views on inflation.

Commentary

Income-Producing Assets

When constructing a portfolio, investors who are seeking income have a range of options to choose from.

Commentary

2025 International Outlook

The global economy will grow at a pace close to that achieved in 2024, notes European Strategist Professor Jeremy Batstone-Carr.

Commentary

The Opportunity Right in Front of Investors

Doug Drabik discusses fixed income market conditions and offers insight for bond investors.

Commentary

Pay Close Attention to the Fed Chairman's Press Conference

Next week we will have the first Federal Open Market Committee (FOMC) meeting decision on interest rates of the year, where Federal Reserve (Fed) officials are expected to leave the federal funds rate unchanged.

Commentary

2025 Fixed Income Outlook

Senior Investment Strategist Tracey Manzi notes that the Federal Reserve's ongoing easing cycle should benefit short to intermediate maturities.

Commentary

Individual Bonds Benefit From Yield Curve Shift

It is sometimes perceived that the Fed’s action changes all interest rates across the yield curve, but that needs to be put in perspective.