Window for December rate cut still open, but ...
11/14/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
A check on the health of US consumers
11/7/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Why so much pushback on a December rate cut?
10/31/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
With October rate cut, Fed seeks to support labor market
10/29/2025
Concerns for downside risk in the labor market outweigh those for inflation risk – for now.
Markets & Investing
New shocks, different strokes
10/24/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Real-time indicators support a rate cut in October
10/17/2025
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
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