Arroyo Capital Partners

Read the weekly economic commentary from Chief Economist Scott Brown.

Raymond James CIO Larry Adam discusses the vast improvements made in vaccine dissemination and several other reasons why there is substantial upside potential to our 2021 GDP forecast of 5.0%, which would mark the best year of economic growth since 1984.

The US economic backdrop continues to improve with nonfarm payrolls pointing to recovery (albeit still below its pre-pandemic level) along with subdued inflation (for now) as core CPI actually saw a deceleration in YoY trends in the month of February.

Chief Economist Scott Brown shares his insights into the February Employment Report.

Raymond James CIO Larry Adam addresses the miscommunications between Chair Powell and the markets this week, and provides context for the inflation and interest-rate induced market volatility. Read the commentary here:

After abating slightly over the past week, the surge higher in interest rates is continuing today with the U.S. 10 year Treasury yield up to 1.55%. This is spurring an additional pullback in equities, pushing the S&P 500 below its 50 day moving average.