Investor focus has shifted from fiscal policy to tariff effects, and the ensuing roller coaster of multi-standard-deviation market moves has left everyone wondering what comes next. Matt Orton, CFA, and Joey del Guercio discuss what’s happening with inflation expectations, whether the “Fed put” is still in effect, and which narratives can be seen in hard and soft economic data.

Resetting market expectations

Cut through the noise and focus on the forces reshaping investing with Raymond James Investment Management’s Markets in Focus podcast series. Join us for inclusive conversations that track the developments refining investment thinking and disrupting the ever-changing global market landscape. For additional insights, visit http://marketsinfocuspodcast.com.
About Raymond James Investment Management
Raymond James Investment Management is a global asset management company that combines the exceptional insight and agility of individual investment teams with the strength and stability of a full-service firm. Together with our boutique investment managers – Chartwell Investment Partners, ClariVest Asset Management, Cougar Global Investments, Eagle Asset Management, Reams Asset Management and Scout Investments – we offer a range of investment strategies and asset classes, each with a focus on risk-adjusted returns and alpha generation. We believe providing a lineup of seasoned, committed portfolio managers – spanning a wide range of disciplines and investing vehicles – is the best way to help investors seek their long-term financial goals.