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Manufacturing production is recovering, but manufacturing employment has remained largely unchanged. In the latest Weekly Economics, Raymond James Chief Economist Eugenio Alemán examines why stronger output doesn't always lead to more jobs. raymondjamesconnect.com/tOT14q

The S&P 500 has largely moved sideways since early August, as it attempts to shake off the headwinds of high oil prices and interest rates. Beneath the surface, the impact of these factors have been much more acute. Read more in the Weekly Market Guide. raymondjamesconnect.com/teI0EE

Consumer spending remains resilient, but the effects of inflation and higher interest rates are not felt equally across income groups. In Weekly Economics, Raymond James Chief Economist Eugenio Alemán shares his perspective on the latest economic data. raymondjamesconnect.com/tnxnt7

We are maintaining an upward bias on equities as we enter a seasonally strong period for stocks, which, combined with improving fundamentals, supports our constructive outlook into year-end. Read more in the Weekly Market Guide. raymondjamesconnect.com/tRvKvv

Not all trade deficits tell the same story. Raymond James Chief Economist Eugenio Alemán examines how rising capital goods imports, fueled by AI and data center investment, could support future economic growth in the latest Weekly Economics. raymondjamesconnect.com/tDasyI

How effective will higher interest rates be in helping to bring down inflation? Raymond James Chief Economist Eugenio Alemán explains the economic data points and dynamics in play. raymondjamesconnect.com/tdYKc4

The S&P 500 index has largely grinded sideways for the last two months, weathering the impact of higher oil prices and interest rates. Read more in the Weekly Market Guide. raymondjamesconnect.com/tfRrZR

In Weekly Economics, Raymond James Chief Economist Eugenio J. Alemán explores why today's inflation drivers and concentrated consumer spending complicate the question of whether higher rates can return inflation to target. raymondjamesconnect.com/tdpeMF

Shifting Market Leadership: Market leadership has shifted in the wake of the latest Federal Reserve decision with market appetite for risk improving. Read more in the Weekly Market Guide. raymondjamesconnect.com/tt_nDx

In the latest Weekly Economics, Raymond James Chief Economist Eugenio Alemán interprets the Federal Reserve's latest decision and recent economic data, analyzing what they suggest about the path back to the Fed's 2% inflation target. raymondjamesconnect.com/tah2gq

$100 oil and 5% 10-year Treasury yields are the main focus. Not only at elevated levels, but their rate of change has been sharp. This can dampen consumption, investment, and economic momentum longer they persist. Read more in the Weekly Market Guide. raymondjamesconnect.com/tCr3KA

Strong labor market conditions are not defined by job creation alone. Raymond James Chief Economist Eugenio Alemán examines recent labor data, the factors shaping employment growth and the implications for monetary policy in the latest Weekly Economics. raymondjamesconnect.com/tjZyJ2

Consolidation Within an Uptrend: The S&P 500 remains in an uptrend but has been consolidating following its early August breakout. Read more in the Weekly Market Guide. raymondjamesconnect.com/tvPJMQ

China's technological rise has captured the world's attention, but is the full story being told? Raymond James Chief Economist Eugenio Alemán explores the realities behind the headlines and why the long-term outlook may be more complex than many assume. raymondjamesconnect.com/tsWYyw

The S&P 500 has largely consolidated over the past several weeks, following its sharp breakout to new all-time highs in early August. Read more in the Weekly Market Guide. raymondjamesconnect.com/tq4eo5

While consumption is a large component of the US economy, economic investment often drives the business cycle. Raymond James Chief Economist Eugenio Alemán explains the dynamic and its implications for growth. raymondjamesconnect.com/tMN4ST

Investors Still Rewarded Despite Long List of Concerns: YTD the market has returned double-digit gains, supported by earnings growth and a still constructive economic backdrop. Read more in the Weekly Market Guide. raymondjamesconnect.com/t2t5ud

The latest FOMC minutes reflected a committee that remained broadly hawkish. Raymond James Chief Economist Eugenio Alemán examines takeaways and what the latest data could mean for the path forward: raymondjamesconnect.com/tL9Q8Z

Market strength is coming on wide breadth- with the "average S&P stock," small caps, banks, transports, and health care all trading at highs. On the risk side, there are plenty of variables that could disrupt the momentum. Read the Weekly Market Guide. raymondjamesconnect.com/t0mojp

Inflation eased in June and July, but upcoming data could provide a more complete picture ahead of the next Federal Open Market Committee meeting. Raymond James Chief Economist Eugenio Alemán shares his insight in the latest Weekly Economics. raymondjamesconnect.com/tLqy4X