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/BEYTuzk7So
Rising tech valuations and AI optimism have drawn comparisons to the dot-com era. In Weekly Headings, Chief Investment Officer Larry Adam shares five key market distinctions: https://t.co/Wj2b0XhfiM
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/IfzDvHIWOq
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/5a9CY1T7jR
A string of positive economic data has lifted Citi's US Economic Surprise Index to its highest level since October 2023. In today's Up & Adam, CIO Larry Adam provides perspective on this and other developments in tariff policy, private credit and more. https://t.co/bCDB8OVgST
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/zh3msFGLIX
Job openings rose to the highest level in 17 months. Meanwhile, retailers have reported signs of strain among lower-income consumers amid inflation pressures. CIO Larry Adam shares perspective on today's market-moving headlines in Up & Adam. https://t.co/JcUoeb1cOQ
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/L4dfBGSmuh
When building a tradition of giving, are some charitable vehicles too traditional? Explore the charitable choice between private foundations and donor advised funds: https://t.co/GIRk20yRjb
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/3oKNNjt1BE
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/iWPp0jL0ZB
As Q1 earnings calls wind down, the markets will shift their focus to macroeconomic catalysts – and there are plenty of those to consider. Raymond James Chief Investment Officer Larry Adam analyzes the macro backdrop: https://t.co/KGWUlbOnrd
Style and sustainability can go hand in hand. Explore how fashion rental services provide a cost-conscious way to enjoy new styles while reducing waste: https://t.co/a0uyHIXmQA
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/Y1KFTzZnM0