Jimbo Salem, Financial Advisor at Raymond James

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

Weekly Headings Snapshot: November 1, 2024 www.raymondjames.com

As time goes on, the story of the equity market is less about the composition of Washington D.C. and more about fundamentals – economic growth, valuations, earnings and monetary policy notes CIO Larry Adam in his latest Weekly Headings.

Weekly Headings: November 1, 2024 www.raymondjames.com

The November FOMC meeting is just days away, and with the recent influx of economic data, it's clear that not only is the Fed's job not finished, but it has become more complex notes Chief Economist Eugenio Alemán.

Weekly Economic Commentary: November 1, 2024 www.raymondjames.com

Early trading features a positive bias after yesterday's tech-led slide in equities. Large cap tech is still top of mind for investors after a few of the "Mag 7" reported earnings with mixed results. Read more in the Morning Brew.

Morning Brew: November 1, 2024 www.raymondjames.com

Equity seasonality is likely to turn from a headwind to a tailwind, as November and December mark the strongest two-month period for the S&P 500 – up 3.4% on average and positive 73% of the time since 1950. CIO Larry Adam provides insight into more market headlines in Up & Adam.

Up & Adam: Daily market insights: November 1, 2024 Up and Adam February 27, 2024.pdf

Stock futures are lower. Mega caps show pre-open losses, which has contributed to the early bias, as participants digest earnings results from 2 of the "Mag 7" companies. Read more in the Morning Brew.

Morning Brew: October 31, 2024 www.raymondjames.com

The S&P 500 narrowly misses a sixth consecutive month with positive performance, but is still on track to deliver its second straight year of 20+% returns. Read more in the monthly market update:

Late tech losses sink October equity market gains raymondjames.com

Halloween hasn't proven to be too spooky for market participants, with the S&P 500 finishing in positive territory 61% of the time over the last 30 years. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam.

Up & Adam: Daily market insights: October 31, 2024 Up and Adam February 27, 2024.pdf

The S&P 500 futures are up two points and trading in-line with fair value, the NASDAQ 100 futures are up 20 points and trading 0.1% above fair value, and the Dow Jones Industrial Average futures are down 95 points and trading 0.2% below fair value. Read more in the Morning Brew.

Morning Brew: October 30, 2024 www.raymondjames.com

On the strength of renewed artificial intelligence enthusiasm, the NASDAQ closed at a record high on Tuesday. The AI investment cycle should extend through 2025 and be supportive of earnings, notes CIO Larry Adam. See more market-moving headlines in Up & Adam.

Up & Adam: Daily market insights: October 30, 2024 Up and Adam February 27, 2024.pdf

Don't be spooked by falling fixed income prices. Lower prices mean higher yields, which is a treat for fixed income investors, notes Strategist Drew O'Neil in his Halloween-themed Weekly Bond Market Commentary.

Weekly Bond Market Commentary: October 28, 2024 www.raymondjames.com

Contracts linked to the S&P 500, NASDAQ 100, and Dow industrials are lower as investors digest a heavy slate of earnings. Pre-open losses in the mega cap space have also contributed to the early downside bias. Rising market rates are another factor. Read more in the Morning Brew.

Morning Brew: October 29, 2024 www.raymondjames.com

With one week to go, the 2024 Election is weighing on business and consumer sentiment. This figures to be short-term noise, as macro fundamentals remain the driving force behind the economy, regardless of who wins, notes CIO Larry Adam in his latest Up & Adam.

Up & Adam: Daily market insights: October 29, 2024 Up and Adam February 27, 2024.pdf

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

Weekly Headings Snapshot: October 25, 2024 www.raymondjames.com

While it hasn't garnered extensive attention on the political trail, the fiscal path of the U.S. and its impacts on the U.S. debt deserve a closer look – including efforts to find a solution, notes Chief Economist Eugenio Alemán.

Weekly Economic Commentary: October 25, 2024 www.raymondjames.com

Stock futures are higher in front of a big week of earnings news. Headliners include some of the largest companies in the world, with reports starting on Tuesday. Read more in the Morning Brew.

Morning Brew: October 28, 2024 www.raymondjames.com

As this unique election cycle draws to a close, it has raised some key questions for investors. CIO Larry Adam looks at some of the biggest questions facing the markets and economy in the months ahead and offers insight into each in his latest Weekly Headings.

Weekly Headings: October 25, 2024 www.raymondjames.com

Pre-open gains in some mega-cap names have boosted the broader equity market. The calm activity in Treasuries has also supported the upside bias in equities. The 10-yr yield is down one basis point to 4.19% and the 2-yr yield is down two basis points to 4.05%. Read more.

Morning Brew: October 25, 2024 www.raymondjames.com

While recent data suggests the U.S. labor market is remaining resilient, there are cautionary signs are on the horizon. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam.

Up & Adam: Daily market insights: October 25, 2024 Up and Adam February 27, 2024.pdf

Contracts tied to the S&P 500 and NASDAQ 100 are higher. A large auto manufacturer's shares show a sharp pre-open gain after better-than-expected earnings results, which has contributed to the early bias. Read more in the Morning Brew.

Morning Brew: October 24, 2024 www.raymondjames.com

The path of least resistance has been higher for the S&P 500, with the index recording its sixth consecutive week of gains. Read more in the Weekly Market Guide.

Weekly Market Guide: October 23, 2024 www.raymondjames.com

While market volatility is likely to remain elevated as the 2024 Election approaches, the recent equity market rally has been remarkable compared to history, notes CIO Larry Adam. Gain insight into additional market-moving headlines in Up & Adam.

Up & Adam: Daily market insights: October 24, 2024 Up and Adam February 27, 2024.pdf

Rising Treasury yields continue to weigh on investor sentiment and provide an excuse to take some money off the table following a six-week win streak for the stock market. Read more in the Morning Brew.

Morning Brew: October 23, 2024 www.raymondjames.com

Tuesday, the S&P 500 declined on consecutive days for the first time since September 6, snapping its longest streak in 69 years. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam.

Up & Adam: Daily market insights: October 23, 2024 Up and Adam February 27, 2024.pdf