Fed consensus is great; dissent is even better
12/12/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Addressing concern for the 2030s economy
12/5/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
September employment surprised to the upside
11/21/2025
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
Infographic: The Fed and the fuss, demystified
Explore how the Fed keeps the economy on track through monetary policy, and how its moves ultimately ripple outward.
Economy & Policy
Welcome to economic decision making: Which way is north?
6/7/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
What a difference a data point (or two) makes
5/3/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy