The big beautiful bill: Stimulus now, tightening later
5/23/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Better tariff news, but uncertainty to limit potential benefits near term
5/16/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
The Federal Reserve reserves the right to change its mind
5/9/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Firms front-load increase in tariffs during Q1 2025
5/2/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
The fate of the US dollar and US exceptionalism
4/25/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Tariff relief a positive but high uncertainty remains
4/9/2025
In response to the 90-day pause on "reciprocal" tariffs, announced April 9, Managing Director, Washington Policy Analyst Ed Mills provides in-depth analysis of potential paths forward.
Economy & Policy
Tariff policy: potential paths and endgames
4/6/2025
In response to the April 2 “reciprocal” tariff announcement, Managing Director, Washington Policy Analyst Ed Mills and team provide in-depth analysis of potential paths forward.
Economy & Policy
Questions linger following latest tariff announcement
4/3/2025
The incremental tariffs were bolder than market expectations and ushered in new uncertainty.
Economy & Policy
US equities should continue to be a long-term portfolio driver
3/31/2025
Raymond James Chief Investment Officer Larry Adam notes that despite near-term headwinds, the US economy should remain resilient.
Markets & Investing
Interest rate cuts remain likely in 2025
3/19/2025
Despite the increase in policy uncertainty, the Federal Reserve held its forecast steady at the March FOMC meeting with two rate cuts projected in 2025.
Markets & Investing
Debt limit debate comes back into focus
2/10/2025
While the expectation is Congress will raise the debt ceiling, the process is likely to be volatile.
Economy & Policy