July 2018 Investment Strategy Quarterly

Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that are impacting investors.

Investment Strategy

Trade Noise and Earnings Growth: 2Q in Review

July 2, 2018

Influential market factors include trade policy, interest rates, earnings growth, Federal Reserve policy, and geopolitical uncertainty.

Economy

Squaring Off in a High-Stakes Global Game

July 2, 2018

Chris Bailey, European Strategist, Raymond James Euro Equities, discusses the state of geopolitical affairs around the globe.

Investment Strategy

How Corporate Earnings Power the Stock Market

July 2, 2018

Andrew Adams, CFA, CMT, Senior Research Associate, examines the current headwinds and tailwinds facing U.S. equities in the wake of high earnings growth.

Market Updates

What Rising Oil Prices Mean for Energy Investors

July 2, 2018

Pavel Molchanov, Energy Analyst, Equity Research, examines rising oil prices and their effect on energy industry stakeholders.

Economy

The Fed's Balancing Act

July 2, 2018

Scott Brown, Ph.D., Chief Economist, analyzes the current state of the U.S. economy and labor force as well as challenges facing the Federal Reserve.