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AI, inflation, energy, geopolitics, interest rates and retreats to safety – October brought a relatively flat outcome co...
11/02/2026

AI, inflation, energy, geopolitics, interest rates and retreats to safety – October brought a relatively flat outcome considering the strong currents underneath. Find out more in our monthly market recap.

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Strategic adjustments now can have major tax benefits later. Find out what moves you could make before year end:
10/19/2026

Strategic adjustments now can have major tax benefits later. Find out what moves you could make before year end:

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Infrastructure investment, tax policy and research and development incentives are among a series of policy decisions int...
10/15/2026

Infrastructure investment, tax policy and research and development incentives are among a series of policy decisions intended to support the reindustrialization of the US. Raymond James Washington Policy Analyst Ed Mills examines their potential impact:

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September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond mar...
10/02/2026

September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond market took center stage. Get the details in the latest market recap:

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09/28/2026

From data centers to regulation, AI is becoming an increasingly important policy issue. Raymond James Washington Policy Analyst Ed Mills discusses what that could mean for markets:

Despite trade tensions, geopolitical conflict, rising energy prices and shifting rate expectations, the economy and mark...
09/25/2026

Despite trade tensions, geopolitical conflict, rising energy prices and shifting rate expectations, the economy and markets have remained resilient. Raymond James Chief Investment Officer Larry Adam shares the key drivers shaping the economic outlook.

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09/18/2026

Check out Market Views from Asset Management Services as Vice President of Portfolio Management, Iris Wang, CFA, revisits one of the market's biggest themes: artificial intelligence.

Under Chair Kevin Warsh, the Federal Reserve is shifting away from forward guidance when communicating monetary policy. ...
08/25/2026

Under Chair Kevin Warsh, the Federal Reserve is shifting away from forward guidance when communicating monetary policy. Chief Economist Eugenio Alemán evaluates what this shift means for markets and interest rates:

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This newsletter highlights how today's elevated interest rate environment continues to create attractive opportunities i...
08/18/2026

This newsletter highlights how today's elevated interest rate environment continues to create attractive opportunities in individual bonds, while highlighting income generation, principal preservation and strategic positioning across fixed income investments.

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Sector rotation helped the markets hold steady in July, with performance in sectors like health care, financials and ene...
08/05/2026

Sector rotation helped the markets hold steady in July, with performance in sectors like health care, financials and energy making up for a slowing tech sector. Get the details in the July market recap:

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