Rising tensions with Iran offers a reminder that risks to oil supply haven't disappeared. Meanwhile, the AI borrowing bonanza continues. CIO Larry Adam has more in today's Up & Adam. https://t.co/qeMtnBykW6
Looking past short-term inflation expectations, the bigger picture is more benign. Plus, recent Treasury auctions point to healthy demand for US debt. CIO Larry Adam has more in today's Up & Adam. https://t.co/ertYjF2BZN
The US trade deficit touches a record high but so does the S&P 500. Meanwhile we'll get a look at the FOMC minutes this afternoon. CIO Larry Adam digs deeper in today's Up & Adam. https://t.co/hPCOlz6HzO
Holiday shopping season kicks off this week with big retailers offering big shopping deals. Plus, earnings reports may offer a deeper look into the health of the consumer. CIO Larry Adam has more in today's Up & Adam. https://t.co/7n757nveLh
More insights into the labor market are expected from ISM Services data today. Plus Chief Investment Officer Larry Adam offers a preview of our 4pm webinar in today's Up & Adam. https://t.co/qHVDG5L9o3
The S&P 500's index-level performance is masking weakness beneath the surface. Meanwhile, The US Dollar reached an 18-month high. How much higher could it go? CIO Larry Adam offers insights in today's Up & Adam. https://t.co/qMxOR2lLtk
The 10-year Treasury yield posts its largest quarterly rise in ten years. How much higher could it go? CIO Larry Adam offers insights in today's Up & Adam. https://t.co/usJDwuBdSc
Consumer sentiment continues to slump, while the federal government's fiscal year budget continues to rise. Plus, markets are digesting the latest inflation data. CIO Larry Adam provides perspective in today's Up & Adam. https://t.co/YSWj0f7v87
Holiday spending is expected to rise, and discounts are expected to be deep as shoppers seek value. Plus, in today's Up & Adam, CIO Larry Adam analyzes how gold is reacting to the rise in the 10-year Treasury. https://t.co/C7T37Zv1EB
A wave of economic data this week will provide insights on inflation and the labor markets. Plus, there's a silver lining to higher yields. CIO Larry Adam digs deeper in today's Up & Adam. https://t.co/7AWM7uRCMj
Labor market strength supports consumer spending—but also helps explain the fed's hawkishness. Plus, with trade truce extended, Trump-Xi meeting may pave the way for further progress on trade. CIO Larry Adam digs deeper in today's Up & Adam. https://t.co/lFrOWFXKKF
As the White House considers a diesel export ban, what could that mean for the energy markets? Plus, Treasuries hit multi-decade highs as the Fed embarks on a more hawkish trajectory. CIO Larry Adam digs deeper in today's Up & Adam. https://t.co/iLrxDbhzxv
Iran is prepared to open the Strait of Hormuz, but wants a big concession from the US. Plus, home prices reach an unlucky number. CIO Larry Adam provides perspective in today's Up & Adam. https://t.co/GVom93Ofqm
Consumers are still spending, despite diverging trends. Upcoming earnings reports this week could provide more insight into consumer health. CIO Larry Adam provides perspective in today's Up & Adam. https://t.co/YGWOw0JUN3
After last week's rate hike, Fed policymakers are expected to have a lot to say this week. Plus, as Congress considers stricter rules on data centers, states are taking matters into their own hands. CIO Larry Adam offers insights in today's Up & Adam. https://t.co/ckrpLgsZNf
Consumers are being pressured by higher oil and interest rates, but macro data and corporate comments paint brighter picture. CIO Larry Adam provides insights in today's Up & Adam. https://t.co/qos3VlOjr0
Markets are digesting the impact of the first Fed rate hike since 2023. CIO Larry Adam provides insights in today's Up & Adam. https://t.co/hwGLrlHlMW