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.

Commentary

Is This What the Dr. Ordered?

We understand that the monetary policy playbook since the Bernanke Fed and the Great Financial Crisis has changed considerably.

Commentary

Reviewing Market and Economic Performance During the Biden Administration

As we close the chapter on Biden’s presidency, we take a moment to reflect on his legacy.

Commentary

Bonds – The Dual Benefit

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

Commentary

Bond Yields Surge’s Potential Impacts on the Equity Market

US equities had a stellar 2024, with the S&P 500 up 25%, but the year ended on a softer note. The sharp rise in bond yields has caught the market's eye

Commentary

2025 Political Outlook

Managing Director, Washington Policy Analyst Ed Mills looks at how several of the top market-relevant Washington DC issues could play out in 2025.

Commentary

Labor Market Strong, But Normalization Continues

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.