Market Update

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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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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Weekly Headings

Key Takeaways Expecting fourth quarter of +20% earnings growth Investors will take note of companies that miss estimates CEO commentary will provide critical insights for 2022 This Monday would’ve been Muhammed Ali’s 80th birthday! The Champ is regarded as one …

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Key Takeaways Consumer fundamentals near or at pre-COVID peaks Macroeconomic backdrop should bolster earnings growth Historically low volatility unlikely to continue in 2022 The opening ceremony for the Winter Olympics is just four weeks away, but the athletes have spent …

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