Shellane Ogoshi

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

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:

July review: Markets navigate US-Iran tensions, sector rotation and policy uncertainty raymondjames.com

Markets are navigating uncertainty surrounding monetary policy, tariffs, the Middle East and AI-related investment spending. Raymond James Chief Investment Officer Larry Adam evaluates how these dynamics are shaping the economy and market landscape:

Weekly Headings: July 31, 2026 raymondjames.com

The resurgence of the Iran conflict could test the market's resilience, even as corporate fundamentals remain strong. Raymond James Chief Investment Officer Larry Adam examines the dynamics at play in the latest Weekly Headings.

Weekly Headings: July 24, 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