Kaminski Wealth Management

As summer comes to an end, several forces are shaping the conversation around the markets and economy. Raymond James Chief Investment Officer Larry Adam explores the trends worth watching and the factors that could influence the path ahead.

Weekly Headings: September 4, 2026 raymondjames.com

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, the underlying backdrop reinforced that the US economy continues to expand. Get the details in the August market recap:

August review: Markets advance despite familiar tensions raymondjames.com

Market volatility has remained subdued this summer, but history suggests the calm may not last. Raymond James Chief Investment Officer Larry Adam shares five key catalysts that could challenge the market's recent complacency in the weeks and months ahead.

Weekly Headings: August 28, 2026 raymondjames.com

Rising Treasury yields have investor attention, but they may be creating opportunity rather than signaling a bond market crisis. Raymond James Chief Investment Officer Larry Adam shares his insights in the latest Weekly Headings.

Weekly Headings: August 21, 2026 raymondjames.com

While European equities have reached record highs, US equities remain the global market leader. Raymond James Chief Investment Officer Larry Adam shares insights on the case for US versus European equities in the latest Weekly Headings.

Weekly Headings: August 14, 2026 raymondjames.com

The S&P 500 reached its 25th record high of the year as corporate earnings remain exceptionally strong. Raymond James Chief Investment Officer Larry Adam examines key takeaways from second quarter earnings season so far:

Weekly Headings: August 7, 2026 raymondjames.com

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