Matt Bennett, Senior Vice President at Raymond James

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Despite a scare for markets, our long-term outlook remains constructive. Demand for AI solutions is still accelerating a...
11/02/2026

Despite a scare for markets, our long-term outlook remains constructive. Demand for AI solutions is still accelerating as the focus stays on earnings. CIO Larry Adam digs deeper in today's Up & Adam.

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AI, inflation, energy, geopolitics, interest rates and retreats to safety – October brought a relatively flat outcome co...
11/02/2026

AI, inflation, energy, geopolitics, interest rates and retreats to safety – October brought a relatively flat outcome considering the strong currents underneath. Find out more in our monthly market recap.

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Nov. 2 - Equity futures point to a higher open this morning, with AI-related stocks and semiconductors showing signs of ...
11/02/2026

Nov. 2 - Equity futures point to a higher open this morning, with AI-related stocks and semiconductors showing signs of a rebound following last week's sharp losses.

Read more in the Morning Brew.

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See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
10/30/2026

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.

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With the midterm elections approaching, potential power shifts could influence the policy landscape. Raymond James Chief...
10/30/2026

With the midterm elections approaching, potential power shifts could influence the policy landscape. Raymond James Chief Investment Officer Larry Adam examines what the election outcomes could mean for the economy and financial markets.

raymondjames.com

The US economy remains strong, but growth is becoming increasingly concentrated in AI investment. Raymond James Chief Ec...
10/30/2026

The US economy remains strong, but growth is becoming increasingly concentrated in AI investment. Raymond James Chief Economist Eugenio Alemán explores the dynamics in the latest Weekly Economics.

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Oct. 30 - Tech stocks face substantial pressure again following disappointing earnings from a large Consumer Discretiona...
10/30/2026

Oct. 30 - Tech stocks face substantial pressure again following disappointing earnings from a large Consumer Discretionary company and weak guidance from a large semiconductor company. NASDAQ futures are down more than 2.0%.

Read more in the Morning Brew.

amazonaws.com

AI capital investment and consumer spending power 3Q GDP growth. Meanwhile, Microsoft surprises with a bond deal as inve...
10/30/2026

AI capital investment and consumer spending power 3Q GDP growth. Meanwhile, Microsoft surprises with a bond deal as investment grade issuance sets an all-time high. CIO Larry Adam has the latest insights in today's Up & Adam.

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After the Fed decides to hold interest rates steady, markets will digest the latest GDP numbers and Tech earnings. CIO L...
10/29/2026

After the Fed decides to hold interest rates steady, markets will digest the latest GDP numbers and Tech earnings. CIO Larry Adam has the latest insights in today's Up & Adam.

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