Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
As we approach Thanksgiving, it’s the perfect time to reflect on all we are grateful for. From an investor’s perspective, this year’s bear market will certainly not make this list. But even though it has been a challenging year performance-wise, we still believe that investors have a cornucopia of economic and financial market blessings to count!
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Review the latest Weekly Headings by CIO Larry Adam.
Chief Economist Eugenio J. Alemán discusses current economic conditions.
Although the economy is showing signs of slowing down, inflation has remained higher than expected.
The U.S. economy is weak, as GDP numbers in both the second quarter and the third quarter have shown. The fundamental reason why the U.S. economy grew 2.6% during the third quarter of the year was because Net Exports, which is exports of goods and services...
It is difficult to convince yourself that if things are going a certain way they will not continue down the same path indefinitely.
With mortgage rates more than doubling from ~3% to over 7% today the difference in cost between buying a home twelve months ago compared to today is very big.
Key Takeaways
As billions of fans eagerly await the 2022 World Cup, CIO Larry Adam draws parallels between the globe’s most popular sport and the current investing environment.
The S&P 500 had its worst day since March 2020, but don't lose sight of the bigger picture, said Larry Adam, chief investment officer at Raymond James.
Downside volatility has reappeared with markets responding sharply to Federal Reserve comments about the future of interest rates.
Stocks started the month on an upswing but ended with volatility.
While inflation fears remain high, it is likely that we are past peak inflation and the largest interest rate increases are behind us.
We believe that the Fed is going to increase the federal funds rate by 75 bps.
Born in the 1980s, special purpose acquisition companies (SPACs) are growing up. A surge in SPAC activity that started in 2019 only grew in 2020, bolstered by the market volatility brought on by the pandemic – but also by an influx of more serious investors in a previously niche space. By the end of 2021, SPACs had raised $160 billion on U.S. exchanges – a new record that nearly doubled the level of the previous year.
Rough water is ahead, but equity markets may sail higher over the next 12 months...
Where can investors turn when the markets are a riddle? Raymond James CIO Larry Adam seeks advice from antiquity.
Markets flailed in May, seeking certainty amid conflicting signals.
As market volatility rages, Raymond James CIO Larry Adam believes the Fed will likely engineer a soft landing and avoid a severe recession.
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.
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.
Chief Economist Scott Brown discusses the latest market data.
With all eyes on earnings, Raymond James CIO Larry Adam stresses the importance of strong underlying fundamentals.
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.
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.
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).
Volatility is likely to persist but the U.S. economy has room to grow.
Chief Economist Scott Brown discusses current economic conditions.
Shoots of green are showing up in the markets amid the gloom of geopolitical strife and monetary policy tightening.
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).
While the Russia/Ukraine conflict is troubling, investors need not overreact.
