Market Commentary – Raymond James: Sizzle And Fizzle

In this month’s Market Commentary, Raymond James’ European Strategist, Jeremy Batstone-Carr, looks back on a ‘series of all-time highs’ for many global stock markets, efficient energy solutions needed to support the development of artificial intelligence, and potential impact of upcoming global elections on the financial markets.

September 11, 2026 in

Insights Research

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,...

August 26, 2026 in

Insights Research

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...

March 10, 2026 in

General News Insights Research

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: Sizzle And Fizzle

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Who Is Really Paying for the AI Boom?

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