Investment Strategy
Five takeaways from first quarter earnings season
MARKETS & INVESTING May 08, 2026 Key takeaways: Review the latest Weekly Headings by CIO Larry Adam. S&P 500 earnings have seen the strongest upward revision to EPS in four years Mega-cap tech has been the standout through 1Q earnings Despite headwinds from rising energy costs, margins hit a record in 1Q With 82% of […]
After S&P 500 surge, five factors that could influence markets
Markets & Investing April 17, 2026 Review the latest Weekly Headings by CIO Larry Adam. Equity markets have moved on, but tail risks from US-Iran conflict remain Sustained high energy prices would increase downside economic risks High bar for US earnings leaves market vulnerable to disappointing news After a 9.1% drawdown, the S&P 500 surged […]
A pivotal time for the Federal Reserve
Markets & Investing April 20, 2026 Raymond James Senior Investment Strategist Tracey Manzi examines how Kevin Warsh’s appointment could shape Fed policy outlook. New Federal Reserve (Fed) chairs don’t come along often. Since 1980, only five individuals have led the Fed: Jerome Powell is currently in his second term, Janet Yellen served one term and […]
Shifting the lens and broadening perspective
Markets & Investing March 27, 2026 Review the latest Weekly Headings by CIO Larry Adam. Key takeaways S&P 500 earnings estimates have continued to move higher US energy independence should cushion economic growth Despite war, credit spreads have demonstrated notable stability Recent weeks have been a whirlwind of headlines centered on the Middle East conflict […]