CrawfordDoherty

Crawford~Doherty Capital Management Group of Raymond James. Houstonians. Portfolio Managers. Community Activists.

[CrawfordDoherty @CrawfordDoherty]

Equity futures point to a higher opening this morning as stocks look to bounce back from their worst session of the week. Yesterday's action was defined by another intraday sell-off in tech names.

Read more in the Morning Brew. https://t.co/Ldl4MIyALC

[CrawfordDoherty @CrawfordDoherty]

The one-dimensional market since the March lows is finally taking a breather: U.S. equities are digesting recent gains following a strong run, the S&P 500 up roughly 20% and semiconductors also in just a few months.

Read more in the Weekly Market Guide. https://t.co/6W6rvhF9Mt

[CrawfordDoherty @CrawfordDoherty]

Stocks are coming off a choppy session that saw the major averages finish mostly lower following a sharp selloff across tech names. Solid rotation into the broader market helped limit losses at the index level.

Read more in the Morning Brew. https://t.co/TjeDKWubgQ

[CrawfordDoherty @CrawfordDoherty]

Equity futures point to a higher opening as semiconductor stocks look to extend Monday's rebound.

The group led the major averages to a higher finish yesterday, though broader market strength steadily deteriorated.

Read more in the Morning Brew. https://t.co/VDsGuW1Zpl

[CrawfordDoherty @CrawfordDoherty]

Doug Drabik reviews current market conditions and states that the broader takeaway is straightforward: favorable markets should be used as an opportunity to plan, not as a reason to relax discipline. https://t.co/xkwEN4kKNK

[CrawfordDoherty @CrawfordDoherty]

Equity futures point to a higher opening this morning after a tech-driven selloff on Friday that snapped a nine-week win streak for the S&P 500.

Read more in the Morning Brew. https://t.co/s6WyWZ0MVm

[CrawfordDoherty @CrawfordDoherty]

Inflation pressure and labor market fundamentals are reshaping expectations for monetary policy. Raymond James Chief Economist Eugenio Alemán shares his insight in the latest Weekly Economics. https://t.co/eGrRhwDUBv

[CrawfordDoherty @CrawfordDoherty]

Headlines are relatively quiet this morning, including on the geopolitical front. Crude oil is little changed, and reports continue to indicate limited negotiation progress between the U.S. and Iran.

Read more in the Morning Brew. https://t.co/KjLLXfO3Eb

[CrawfordDoherty @CrawfordDoherty]

The information technology sector lagged yesterday, with weakness across software names and a poor showing from mega-cap stocks.

Equity futures point to a lower opening this morning.

Read more in the Morning Brew. https://t.co/a3Ne3a53gc

[CrawfordDoherty @CrawfordDoherty]

The current stretch of 9 consecutive positive weeks is one of the longest historically. Since 1980, there have only been a handful of 8+ consecutive weekly gains.

Read more in the Weekly Market Guide. https://t.co/O8YgQzXNFO

[CrawfordDoherty @CrawfordDoherty]

NBC News reports that Iran launched rocket and drone attacks in the Persian Gulf, and the U.S. conducted self-defense strikes on Iran's Qeshm Island.

Equity futures point to a lower opening this morning.

Read more in the Morning Brew. https://t.co/BuVNiRns25

[CrawfordDoherty @CrawfordDoherty]

Tech names are poised to extend recent gains, with a technology hardware company up big in premarket trading, being the latest AI-infrastructure name to rocket higher after a blowout earnings report.

Read more in the Morning Brew. https://t.co/lTwui1rIXP

[CrawfordDoherty @CrawfordDoherty]

Doug Drabik responds to frequent questions from investors who may place too much emphasis on short-term rate forecasting and not enough emphasis on the purpose of the fixed income allocation. https://t.co/ZTJKToUYCM

[CrawfordDoherty @CrawfordDoherty]

Equity futures point to a higher opening this morning as stocks look to add to their recent gains that saw the major averages close at record highs on Friday, marking the ninth consecutive winning week for the S&P 500.

Read more in the Morning Brew. https://t.co/AyKMffGjLD

[CrawfordDoherty @CrawfordDoherty]

Reaching an eight-week streak of positive growth, the S&P 500 was on a roll in May. Strong earnings in the tech sector helped lead the way as the market pushed ahead through inflationary pressures. Get the details in the May market recap: https://t.co/7c8ToLqaKZ

[CrawfordDoherty @CrawfordDoherty]

Summer jobs still matter to the individuals who get them, but teen participation in the labor force has fallen significantly since the early 2000s. Raymond James Chief Economist Eugenio J. Alemán explains the forces at work: https://t.co/5k47h9N2bJ

[CrawfordDoherty @CrawfordDoherty]

Equity futures point to a higher opening this morning after the major averages secured a clean sweep of record closing highs in yesterday's action, with the S&P 500 and DJIA also notching record intraday highs.

Read more in the Morning Brew. https://t.co/eey91hgjte

[CrawfordDoherty @CrawfordDoherty]

Equity futures point to a modestly lower opening this morning as an escalation in hostilities between the U.S. and Iran sends oil prices higher.

Read more in the Morning Brew. https://t.co/YWi7YZnC7L

[CrawfordDoherty @CrawfordDoherty]

Riding the Market Momentum: The S&P 500 has rallied nearly 20% from its late-March, Iran conflict–driven low.

Read more in the Weekly Market Guide. https://t.co/K3012DpWfQ

[CrawfordDoherty @CrawfordDoherty]

Stocks were supported by lower oil prices and a rally across semiconductor names, with one member surpassing $1 trillion market capitalization after UBS raised its price target.

Read more in the Morning Brew. https://t.co/QPvJNLH9oA