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Investment Strategy

Market focus shifts from earnings to macro catalysts

Markets & Investing May 29, 2026 Review the latest Weekly Headings by CIO Larry Adam. Key takeaways: Despite headwinds from higher oil prices, economic growth remains strong The labor market has stabilized after last year’s slowdown Inflation is heading in the wrong direction after five years above the Fed’s 2% target Geopolitical risks are still […]

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Despite headwinds, fundamentals remain strong

Markets & Investing May 22, 2026 Review the latest Weekly Headings by CIO Larry Adam. Key takeaways: Tech earnings are the primary driver of the upward revision to our S&P EPS estimate S&P 500 companies continue to operate near record profitability A resolution of the US-Iran conflict will help ease inflation concerns Despite headwinds from […]

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Housing market 2026: frozen, not broken

Economy & Policy May 22, 2026 Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions. After a slowdown earlier in the year, stronger April and May data support the view that weakness in January and February, followed by a rebound in March, was largely weather-related rather than the start of a broader deterioration […]

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