2022 was a banner year, and not in a good way.
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Investors may be able to lock in higher yield levels notes Doug Drabik, Managing Director, Fixed Income Research and Nick Goetze, Managing Director, Fixed Income Solutions.
Market volatility and the Federal Reserve's efforts to reduce inflation will continue to garner attention.
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Chief Economist Eugenio Alemán and Economist Giampiero Fuentes examine the factors which will contribute to the U.S. economy's path forward in 2023.
The U.S. economy continually showed its resiliency through a challenging year.
Washington Policy Analyst Ed Mills outlines key components of the new legislation.
Chief Economist Eugenio J. Alemán discusses current economic conditions.
The latest adjustment snaps a four-month run of 75 bps interest rate increases by the Fed.
Many have been asking this question since earlier this year, a question that has no easy answer. As economists – us included – continue to forecast the most ‘telegraphed’ recession in history, it is important to point to those things that make this economic cycle very different from past economic cycles.
Review the latest Weekly Headings by CIO Larry Adam.
While economists have been lowering their employment forecast month over month over month, the U.S. labor market has continued to disappoint those forecasts and has remained relatively strong as well as relatively stable, with jobs growing at an average of 392,000 per month during 2022.
Key Takeaways
Better than expected inflationary data and corporate earnings reports helped boost S&P 500 to back-to-back rallies for first time since mid-2021.
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!
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.
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.
