INVESTMENT STRATEGY OUARTERLY
Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that are impacting investors.
Markets & Investing
When it comes to U.S. electricity demand, chatbots matter more than cars
7/15/2024
Artificial intelligence is set to become a game changer for the electric power industry, notes Pavel Molchanov, Managing Director, Energy Analyst, Equity Research.
Economy & Policy
![Read](/-/media/rj/common/resources/investment-strategy/isq-july-2024-energy-article-1.jpg)
![Read](/-/media/rj/common/weekly-economic-commentary/bond-market-commentary-1.jpg)
Walking the tightrope
7/15/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Good June CPI print raises bets for rate cuts
7/12/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Key trends that are poised to drive the market
7/12/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
![Read](/-/media/rj/common/resources/economy/ed-mills-debt-ceiling-2-2023-1.jpg)
2024 election: Prepare for a sweep?
7/11/2024
Managing Director, Washington Policy Analyst Ed Mills breaks down the 2024 race for Congress and key issues Washington D.C. will tackle in 2025.
Economy & Policy
![Watch Webinar](/-/media/rj/common/resources/investment-strategy/the-current-investing-outlook-a-la-wizard-of-oz.jpg)
Webinar replay - City of lights, market of opportunities
7/11/2024
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
![Read](/-/media/rj/common/resources/economy/a-retrospective-look-at-the-financial-crisis.jpg)
Beyond demographics
7/8/2024
Chief Economist Eugenio Alemán and Economist Giampiero Fuentes note that the global population is heading into a sustained decline for the first time in recorded history.
Economy & Policy
A recession is coming
7/8/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
City of lights, market of opportunities
7/2/2024
With a nod to the Summer Olympics, Raymond James CIO Larry Adam highlights his team's quarterly outlook.
Markets & Investing
Mega-cap tech stocks continue to lead the way
7/1/2024
The S&P 500 is off to its best start to the year since 2019.
Markets & Investing