Raymond James

Weekly Headings

Key Takeaways The economy can absorb the Fed’s interest rate hike Buybacks are on the rise given current valuations Ukraine expresses willingness to claim neutrality This Sunday, March 20, is the first official day of the spring season! And while …

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Weekly Headings

Key Takeaways Food prices may rise if conflict lingers into planting season Russian economy dependent upon natural gas exports Russian oil ban will not cause a repeat of the 1970s Are we in the midst of a commodity super-cycle? That …

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Weekly Headings

Key Takeaways A diplomatic resolution remains our base case Higher oil prices would impact the global economy Energy prices could force the Fed to be more aggressive A picture is worth a thousand words. And the satellite images and social …

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Weekly Heading

Key Takeaways Easing supply chains could allow for a more patient Fed Omicron doesn’t stop economy from adding jobs Higher gas prices a downside risk to our economic outlook Punxsutawney Phil—the most famous groundhog—saw his shadow! So for those of …

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Welcome to February

By Chris Bailey, European Strategist, Raymond James UK   “Uncertainty of any sort results in volatility…” — Raghuram Rajan There is a famous quote by the legendary Belgian professional cyclist Eddy Merckx that he “raced from 1 February to 31 October …

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