CIO Larry Adam outlines the positive events that are outweighing negative developments and looks at dynamics to focus on in the week ahead.
Regulators' prompt response and the creation of a new lending facility should limit broader market fallout from recent bank failures, notes Chief Investment Officer Larry Adam.
Review the latest Weekly Headings by CIO Larry Adam.
Key Takeaways
Better than expected inflationary data and corporate earnings reports helped boost S&P 500 to back-to-back rallies for first time since mid-2021.
As we approach Thanksgiving, it’s the perfect time to reflect on all we are grateful for. From an investor’s perspective, this year’s bear market will certainly not make this list. But even though it has been a challenging year performance-wise, we still believe that investors have a cornucopia of economic and financial market blessings to count!
As billions of fans eagerly await the 2022 World Cup, CIO Larry Adam draws parallels between the globe’s most popular sport and the current investing environment.
The S&P 500 had its worst day since March 2020, but don't lose sight of the bigger picture, said Larry Adam, chief investment officer at Raymond James.
Downside volatility has reappeared with markets responding sharply to Federal Reserve comments about the future of interest rates.
Stocks started the month on an upswing but ended with volatility.
While inflation fears remain high, it is likely that we are past peak inflation and the largest interest rate increases are behind us.
Where can investors turn when the markets are a riddle? Raymond James CIO Larry Adam seeks advice from antiquity.
Markets flailed in May, seeking certainty amid conflicting signals.
As market volatility rages, Raymond James CIO Larry Adam believes the Fed will likely engineer a soft landing and avoid a severe recession.
The equity market was on cruise control, but now headline congestion has the S&P 500 down more than 17% year-to-date—its worst start to a year in at least 25 years.
The nature of the economy is that there are always causes for concern in strong markets, just as there are reasons for optimism in weaker ones.
With all eyes on earnings, Raymond James CIO Larry Adam stresses the importance of strong underlying fundamentals.
Underlying oil market fundamentals – good ol’ supply and demand – are as bullish as they have been over the past decade, says Pavel Molchanov, Managing Director and Energy Analyst for Raymond James Equity Research.
With the US Federal Reserve (Fed) and other central banks going down the path of increasing policy rates, it seemed a good time to look at market impacts over the last 40 years or so.
Volatility is likely to persist but the U.S. economy has room to grow.
Shoots of green are showing up in the markets amid the gloom of geopolitical strife and monetary policy tightening.
Chief Economist Scott Brown discusses the latest market data.
While the Russia/Ukraine conflict is troubling, investors need not overreact.
Punxsutawney Phil—the most famous groundhog—saw his shadow!
This Monday would’ve been Muhammed Ali’s 80th birthday!
The opening ceremony for the Winter Olympics is just four weeks away, but the athletes have spent years training to ultimately experience either the thrill of victory or the agony of defeat.
“Investors should be prepared for the ground to shift repeatedly in 2022,” says Raymond James Chief Economist Dr. Scott Brown.
What can investors expect this year? Above-trend economic growth, at least two interest rate hikes and continued earnings strength among technology stocks, says Raymond James CIO Larry Adam.
The year ended on a high note for the Dow and S&P 500 despite economic challenges posed by the coronavirus and extreme weather events.
As the end of 2021 draws near, investors are pleased with the impressive performance posted by most asset classes, but we are still awaiting the transition to the endemic state of the virus.
Have the tables turned? The S&P 500 is just shy of its level prior to the World Health Organization declaring Omicron a “variant of concern.
What’s on the market’s wish list for 2022? Raymond James CIO Larry Adam provides a festive perspective.
Though the equity markets likely will experience some volatility, the outlook for economic growth remains positive: above-average growth should lead to above-average earnings growth for companies in 2022.
