Consumer confidence may be weakening but our outlook on the labor market remains robust. Plus, has the semiconductor industry reached peak growth? CIO Larry Adam explores these and other issues in today's Up & Adam. https://t.co/s53RdvEYOn
New wage growth numbers might be good news for workers, but a concern for the Fed. Chief Investment Officer Larry Adam summarizes what we're watching in today's Up & Adam. https://t.co/RRYcD90lK7
How much fallout will we see from the collapse of US-Canada trade talks? Plus, why longer-duration yields are more stable than you might think, despite a brief dip. CIO Larry Adam provides perspective in today's Up & Adam. https://t.co/y0oq0qJGeu
Oil Nears A One-Month High As Washington Intensifies Economic Pressure On Iran. Meanwhile Retailers Highlight Earnings Boost From Tariff Refunds. CIO Larry Adam provides more perspective in today's Up & Adam. https://t.co/0GoZcwKfYv
FOMC Minutes reflect a hawkish shift if inflation progress stalls. Meanwhile gold prices rise above their 200-day moving average amid lower Treasuries. CIO Larry Adam provides insights in today's Up & Adam. https://t.co/dlFuDw5KWl
Tariffs on Canada have been delayed and a deal may be in the works. Meanwhile home construction declined and the 10-year Treasury is nearing its longest stretch above 4.50% since 2007. CIO Larry Adam provides insights in today's Up & Adam. https://t.co/mEXmOUKC8r
New data offers insight into the state of the housing market, and retail earnings come into focus. CIO Larry Adam provides more perspective in today's Up & Adam. https://t.co/zDE85V2EdC
The latest Consumer Price Index report showed continued progress on disinflation. Health care earnings results were better than expected, with the sector up 4.3% since earnings season began. CIO Larry Adam shares perspective in today's Up & Adam. https://t.co/2ajiAjsgJZ
Earnings growth is broadening beyond mega-cap tech. Meanwhile, small business optimism reached its highest level since August 2025 amid hiring plans and milder inflation concerns. CIO Larry Adam shares perspective in today's Up & Adam. https://t.co/M5iMfKGffi
Technology stocks bounced back as market participation broadened, with all 11 S&P 500 sectors now positive for the year. July payrolls slipped into negative territory but the bigger labor picture remains healthy. CIO Larry Adam shares insight in Up & Adam. https://t.co/tiQc5NAQw3
Markets continue to balance resilient economic activity with persistent inflation pressures, while investors look ahead to key labor market data. CIO Larry Adam shares insight in today's Up & Adam. https://t.co/v8teSDxwAf
Market attention is shifting from forward guidance to remarks from Federal Reserve officials as investors assess the path ahead for monetary policy. CIO Larry Adam shares insight in today's Up & Adam. https://t.co/0BK2iKxk0m
Sector rotation helped the markets hold steady in July, with performance in sectors like health care, financials and energy making up for a slowing tech sector. Get the details in the July market recap: https://t.co/OMirKhTyzy