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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.
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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.
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Economy & Policy
If it ain't broke don't fix it
4/4/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Questions linger following latest tariff announcement
4/3/2025
The incremental tariffs were bolder than market expectations and ushered in new uncertainty.
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Economy & Policy
US equities should continue to be a long-term portfolio driver
3/31/2025
Raymond James Chief Investment Officer Larry Adam notes that despite near-term headwinds, the US economy should remain resilient.
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Markets & Investing
Tariff uncertainty to stay longer than expected; tariff costs to go higher
3/28/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
The Federal Reserve: Waiting for more policy clarity
3/21/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Interest rate cuts remain likely in 2025
3/19/2025
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.
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Markets & Investing
Tariffs noise hides positive inflation developments
3/14/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Debt limit debate comes back into focus
2/10/2025
While the expectation is Congress will raise the debt ceiling, the process is likely to be volatile.
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Economy & Policy
Welcome to economic decision making: Which way is north?
6/7/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
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