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/uqKwl4tcho
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/BlJB8HsLFa
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/HjnI1HsTsi
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/2glsDnSWh7
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/vQGMkEJrRS
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/dsCFRD7tQI
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/QuXqSUiMkP
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/xLw0CUrt0g
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/OwtZi1j9hf
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/HmkCxJaFrG
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/hnC3gxHwhy
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/Th6uTXQzoI
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/JQFTmk6vDI
As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work in favor of the long haul: https://t.co/8TDQMaBWum
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/9gf2YaxIrU