Insights and Commentary
The market commentary, financial newsletters and informative articles we’ve compiled here are designed to give you new insight into financial matters that may be important or relevant to your life. Bookmark this page and visit regularly for updates. As always, if there is anything else you ever need, feel free to let us know.
If it ain't broke don't fix it
4/4/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Questions linger following latest tariff announcement
4/3/2025
The incremental tariffs were bolder than market expectations and ushered in new uncertainty.
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.
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.
Economy & Policy
The Federal Reserve: Waiting for more policy clarity
3/21/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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.
Markets & Investing
Tariffs noise hides positive inflation developments
3/14/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
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