Raymond James- Senior Wealth Advisor: PJ Musilli

03/09/2026

Markets faced a “perfect storm” last week as geopolitical tensions and softer labor data drove renewed volatility. Even so, the broader signals from U.S. and global activity suggest a solid foundation, offering long term investors valuable perspective as markets absorb short term shocks.

More in our Weekly Market Wrap: https://bit.ly/4sutF4X

03/02/2026

While the software sector has faced meaningful headwinds, historical patterns of creative destruction suggest AI will ultimately reshape rather than replace existing industries and employment.

Angelo Kourkafas, Senior Global Investment Strategist, explains what’s driving the current wave of AI anxiety, whether these fears are warranted and considerations to help "AI‑proof" portfolios.

https://bit.ly/4731SQU

02/23/2026

The U.S. Supreme Court struck down the administration's sweeping global tariffs, lifting the overhang that had been weighing on financial markets. Mona Mahajan, Principal, Head of Investment Strategy, explains what this could mean for investors.

https://bit.ly/3MQwLRA

02/17/2026

Last week was action-packed – containing a flurry of economic data, bouts of market volatility, and rising AI concerns. Our Weekly Market Wrap digs into all: https://bit.ly/46HjMse

02/09/2026

After years of tech-led dominance, the market is experiencing a meaningful rotation toward traditional “old economy” sectors that had previously fallen out of favor, such as oil and gas, transportation and regional banks.

Angelo Kourkafas, Senior Global Investment Strategist, explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4cp6bcC

02/02/2026

The Fed held rates steady this week, while Kevin Warsh was nominated to succeed Jerome Powell as the next Fed chair, potentially representing a dovish shift on interest rates.

Brian Therien, Senior Fixed Income Analyst, breaks down what this could mean for investors in our Weekly Market Wrap: https://bit.ly/3ZavzLJ

01/26/2026

Markets quickly moved past last week’s headlines and refocused on strong fundamentals. With the potential for improving growth and easing rates ahead, staying diversified matters more than ever.

James McCann, Senior Economist of Investment Strategy, breaks down what this could mean for investors in our Weekly Market Wrap: https://bit.ly/4rfMZCx

01/19/2026

The news cycle hasn’t let up in 2026. Yet despite the noise, stocks have barely flinched, maintaining a remarkable sense of calm.

Angelo Kourkafas, Senior Global Strategist, outlines four pillars of resilience that continue to anchor markets in our Weekly Market Wrap: https://bit.ly/49OXANJ

01/12/2026

It was an eventful first week of 2026—from major geopolitical developments to fresh economic data to policy uncertainty ahead of a Supreme Court decision.

Mona Mahajan, Principal and Head of Investment Strategy, breaks down what it could mean for investors in our Weekly Market Wrap.

A summary of last week's market highlights and economic news.