Commentary

Weekly Investment Strategy

Tomorrow is National Dictionary Day! Whether spoken or written, the power of words is undeniable. And as your Investment Strategy Team, we choose ours wisely, as to not create confusion when communicating our views.

Commentary

The September Employment Report

There was another “disappointing” gain in nonfarm payrolls in September (up 194,000, vs. a median forecast of +500,000), but it’s not as bad as it looks. Less hiring at the start of the school year resulted in a decline in (adjusted) education jobs.

Commentary

What Happens if the Debt Ceiling Isn’t Raised?

While unlikely to occur, a default on U.S. debt would have serious impacts for global financial markets. Learn more.

Commentary

The View from the Mountaintop

As we sit atop our prosperous peak, admiring the views of the fastest economic growth since 1984, the best start to a bull market and the record-breaking quarter of earnings growth, it’s wise to remember that not too long ago we began our uphill journey from the depths of the COVID-19 ravine. Often, the best views come after the hardest climbs.

Commentary

Weekly Market Snapshot

Chief Economist Scott Brown discusses the latest market data.

Commentary

Downshift

Following the strong performance in the first half of the year, economic growth was bound to moderate in the second half. Growth is still expected to be strong by historical standards. Yet, it may be disappointing for some investors.

Commentary

Weekly Investment Strategy

Review the latest Weekly Headings by CIO Larry Adam.

Commentary

Weekly Market Snapshot

In a win (but not a complete victory) for “team transitory,” the Consumer Price Index rose less than expected in August (+0.3%, up just 0.1% excluding food and energy). Areas that were running hot a few months ago (used cars, vehicle rentals, car insurance, airfares) retreated.

Commentary

Weekly Investment Strategy

In addition to football, this fall will be eventful for our team of monetary policymakers at the Federal Reserve. Quarterbacked by Chairman Powell, the Fed will draft its route to easing its accommodative stance now that the economic recovery has put some points on the scoreboard.

Commentary

Weekly Market Snapshot

Chief Economist Scott Brown discusses the latest market data.

Commentary

S&P 500 Dispels “Sell in May” Myth With Strong Summer Gains

As of the end of August, the index's year-to-date gains exceed 20%.

Commentary

Weekly Market Snapshot

Chief Economist Scott Brown discusses the latest market data.

Commentary

Weekly Investment Strategy

Review the latest Weekly Headings by CIO Larry Adam.

Commentary

As Supply Chain Issues Clear, Inflation Pressure Will Lessen

“We have production bottlenecks and supply shortages in every economic recovery,” says Raymond James Chief Economist Scott Brown, but those issues – and inflation – are expected to ease with time.

Commentary

Test commentary by mary

“We have production bottlenecks and supply shortages in every economic recovery,” says Raymond James Chief Economist Scott Brown, but those issues – and inflation – are expected to ease with time.