Kaminski Wealth Management

Softer inflation data and strong early earnings have supported investor sentiment, but ongoing geopolitical risks remain. Raymond James Chief Investment Officer Larry Adam explores what it could mean for markets moving forward.

Weekly Headings: July 17, 2026 raymondjames.com

The macro backdrop remained constructive in the first half of the year, but attention is turning to earnings season. From equity market broadening to AI investment, Raymond James Chief Investment Officer Larry Adam shares the key themes to watch.

Weekly Headings: July 10, 2026 raymondjames.com

The road to peace with Iran continued to hold the attention of cautious investors last month, as the outlook for oil price stability and its impact on global markets loomed over an otherwise strong economy. Get the details in the June market recap:

June review: Markets remain resilient amid oil and inflation uncertainty raymondjames.com

In the spirit of the United States' 250th anniversary, Raymond James Chief Investment Officer Larry Adam shares insights on the resilience of the US economy and financial markets and what to watch in the second half of the year.

Weekly Headings: June 26, 2026 raymondjames.com

Will AI take your job? Group investment professionals share why artificial intelligence is more likely to transform white collar work than replace it. How has the latest tech transformed your industry? Let me know in the comments.

Will AI take your job? capitalgroup.com

Raymond James Chief Investment Officer Larry Adam examines what a US-Iran deal and a potential decline in oil prices could mean for the economy, the rate outlook and financial markets in the months ahead.

Weekly Headings: June 18, 2026 raymondjames.com

Kevin Warsh's first Federal Open Market Committee meeting as Fed chair comes at a complex moment for monetary policy. Raymond James Chief Investment Officer Larry Adam shares what June's meeting could signal for markets and the Fed's path forward:

Weekly Headings: June 12, 2026 raymondjames.com

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:

Weekly Headings: June 5, 2026 raymondjames.com

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:

May review: Tech earnings drive markets despite macro uncertainty raymondjames.com