Market Commentary – Raymond James: Still climbing the wall of worry

In the latest edition of Raymond James’ Monthly Market Commentary: Still climbing the wall of worry, European Strategist Chris Bailey discusses how despite recent lockdown liberalisations, we are still far from experiencing normal times.

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: Still climbing the wall of worry

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