Uncertainty persistence versus economic resiliency
10/3/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
The US government has shut down – what happens next?
10/1/2025
Shutdowns typically do not make sizeable impacts on the markets or the economy, though the potential for a lengthy political impasse bears monitoring.
Economy & Policy
Consumption strong in August; income, not so much
9/26/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
A "risk management cut" due to a change in the NAIRU?
9/19/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
September FOMC meeting concludes with first rate cut of 2025
9/17/2025
Labor concerns and persistent inflation have the Fed penciling in up to two additional cuts by the end of 2025.
Markets & Investing
FOMC preview: Tariffs begin to bite, and the labor market softens
9/12/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Employment disappoints in August. Will the Fed disappoint in September?
9/5/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
More exciting than it sounds: the Beige Book
The most human economic report has a name meant to be uninspired.
Economy & Policy
Potential fiscal impact of the 'One Big Beautiful Bill Act'
Raymond James CIO Larry Adam and team highlight the bill's key provisions and review what it means for the US economy.
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
