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Commentary & Insights
Economy & Policy

Featured Content

Why don't we fix the fiscal deficit? That will start fixing our trade deficit
Tariff relief a positive but high uncertainty remains

Why don't we fix the fiscal deficit? That will start fixing our trade deficit

Economy & Policy

April 11, 2025

Chief Economist Eugenio J. Aleman discusses current economic conditions.

Read

Tariff relief a positive but high uncertainty remains

Economy & Policy

April 09, 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.

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Tariff policy: potential paths and endgames

Economy & Policy

April 06, 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.

Read

If it ain't broke don't fix it

Economy & Policy

April 04, 2025

Chief Economist Eugenio J. Aleman discusses current economic conditions.

Read

Questions linger following latest tariff announcement

Economy & Policy

April 03, 2025

The incremental tariffs were bolder than market expectations and ushered in new uncertainty.

Read

US equities should continue to be a long-term portfolio driver

Markets & Investing

March 31, 2025

Raymond James Chief Investment Officer Larry Adam notes that despite near-term headwinds, the US economy should remain resilient.

Watch Video

Tariff uncertainty to stay longer than expected; tariff costs to go higher

Economy & Policy

March 28, 2025

Chief Economist Eugenio J. Aleman discusses current economic conditions.

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Interest rate cuts remain likely in 2025

Markets & Investing

March 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.

Read

Debt limit debate comes back into focus

Economy & Policy

February 10, 2025

While the expectation is Congress will raise the debt ceiling, the process is likely to be volatile.

Read

Welcome to economic decision making: Which way is north?

Economy & Policy

June 07, 2024

Chief Economist Eugenio J. Aleman discusses current economic conditions.

Read

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Economy & Policy

Why don't we fix the fiscal deficit? That will start fixing our trade deficit

Tariff relief a positive but high uncertainty remains

Tariff policy: potential paths and endgames

If it ain't broke don't fix it

Questions linger following latest tariff announcement

US equities should continue to be a long-term portfolio driver

Tariff uncertainty to stay longer than expected; tariff costs to go higher

Interest rate cuts remain likely in 2025

Debt limit debate comes back into focus

Welcome to economic decision making: Which way is north?