Market Commentary – Raymond James: After the Flood

Raymond James’ European Strategist Chris Bailey reviews the global and economic events that have shaped the past month and shares his outlook for the markets as we approach the end of the year.

September 11, 2026 in

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Who Is Really Paying for the AI Boom?

We have written before about how concentrated an ordinary, diversified portfolio has quietly become in a handful of very large technology companies,...

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The Quiet Cost of Borrowing: What UK Government Bonds Are Telling Us

For the better part of fifteen years, a UK government bond was a wonderfully calm thing to own. Interest rates had settled at levels not seen for...

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The Last Mile of Disinflation: Why the Path Still Matters

Inflation has cooled meaningfully from the peaks of the last two years. That is good news, and it is clearly visible in the headline numbers across...

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Market Commentary – Raymond James: After the Flood

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