The resurgence of the Iran conflict could test the market's resilience, even as corporate fundamentals remain strong. Raymond James Chief Investment Officer Larry Adam examines the dynamics at play in the latest Weekly Headings. https://t.co/6QOav7lPvc
AI is being adopted at a faster pace than technologies like the internet and personal computers. In Weekly Economics, Raymond James Chief Economist Eugenio Alemán examines AI's transformative potential and growing concerns about a possible AI bubble. https://t.co/W9dprCZ7tT
July 24 - Stock index futures point to a flattish open, driven by disappointing post-earnings of a couple Mag 7 companies, renewed concerns of the AI buildout costs, and a rise in oil prices and Treasury yields.
Read more in the Morning Brew. https://t.co/7Wp5dzQVvU
July 23 - Equity futures are pointing to a lower open this morning as the market faces considerable pressure in its largest components against a backdrop of rising oil prices.
Read more in the Morning Brew. https://t.co/AD2i0CPxLi
Market Backdrop: Healthy Consolidation as the Market Remains Rotational: Equity markets continue to digest the powerful advance that began in March, with major indices largely moving sideways since early June.
Read more in the Weekly Market Guide. https://t.co/1uck9k72aZ
As policy uncertainty rises and Treasury yields reach their highest level since early 2025, markets are closely watching next week's Fed meeting. CIO Larry Adam shares key insights into these developments and more in today's Up & Adam. https://t.co/oy9W4w08Y5
July 22 - Equity futures point to a lower open this morning, with the market so far failing to build on yesterday's momentum-driven rebound. Also, investors are assessing this morning's batch of earnings reports.
Read more in the Morning Brew. https://t.co/rAAoMOhzyj
With the S&P 500 near an all time high, looking beneath the surface reveals opportunities that may be overlooked. CIO Larry Adam shares perspective on today's market moving headlines in Up & Adam. https://t.co/YK5RISAaxA
Equity futures point to a mostly higher open to kick off the last session of a holiday-abbreviated week.
Read more in the Morning Brew. https://t.co/MW2R8apxQO
Ahead of the Fourth of July holiday, the National Retail Federation projects total spending will reach a record $9.4 billion, up 5.6% from last year. ADP data signals a slight cooling in the labor market. CIO Larry Adam shares perspective in Up & Adam. https://t.co/ARmbJnJ0d4
Equity futures point to a lower opening this morning to kick off the second half of 2026. Yesterday's action saw the second quarter end in a fitting way as strong gains across semiconductor names drove the major averages higher.
Read in the Morning Brew. https://t.co/rOKb4XfflG
The road to peace with Iran continued to hold the attention of cautious investors last month, as the outlook for oil price stability and its impact on global markets loomed over an otherwise strong economy. Get the details in the June market recap: https://t.co/gApAro3lqa
Today marks the last session of the second quarter, with CNBC reporting the DJIA is on pace for its best first half since 2021. Major averages all hold solid year-to-date gains.
Read more in the Morning Brew. https://t.co/lLIjHmyQxm
Health care is leading the equity market's recent broadening with growth expected to accelerate. Two of South Korea's largest companies are making significant investments in advanced semiconductor production. CIO Larry Adam shares insight in Up & Adam. https://t.co/mA5hwiC2B4
Head of Fixed Income Solutions Nick Goetze reviews the emotional cycle of an investor and notes that once a custom bond strategy is implemented, it will perform regardless of what interest rates do going forward. https://t.co/OCuP3eDxUZ
Equity futures point to a higher opening to the holiday-abbreviated week as tech stocks advance in the premarket after a volatile previous week.
Read more in the Morning Brew. https://t.co/27Uf2rdM3L