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Raymond James Investment Research Hub
Finvaulta tracks 73 research reports on Raymond James, updated through September 1, 2026. Latest: “Up & Adam”.
Raymond James research highlights a period of resilient yet complex growth, as CIO Larry Adam raises the S&P 500 year-end target to 7,650 behind strong technology and energy sector performance. Despite this optimism, the firm notes significant headwinds including accelerating cost pressures and a global bond sell-off that tests new Fed Chair Kevin Warsh as PCE inflation is projected to accelerate to 3.8%. The US housing market remains notably 'frozen,' characterized by record-high prices of $417,700 and low inventory as elevated 6.51% mortgage rates discourage sellers with lower locked-in rates. Sector-specific insights reveal a bifurcated consumer landscape and a massive $159 billion year-to-date debt issuance by 'Hyperscalers' to fund critical AI infrastructure. Internationally, Raymond James recommends reallocating equity gains from the UK toward more promising regions like Japan and Emerging Asia to escape sluggish European GDP growth. Ultimately, the firm maintains a cautious outlook for the summer months, citing historical midterm election trends and persistent geopolitical tensions as potential catalysts for volatility.
Featured reports
Up & Adam
Raymond James highlights fading momentum in small-cap equities relative to large caps alongside rising 10-year Treasury yields reaching 4.75% driven by elevated oil prices. Geopolitically, US-Iran airstrikes keep attention on Strait of Hormuz shipping disruptions, while rising allied defense spending supports the Industrials sector.
Weekly Interest Rate Monitor
Raymond James' Weekly Interest Rate Monitor provides benchmark yields, credit spreads, and index statistics for U.S. fixed income as of August 31, 2026. Front-end Treasury yields rose slightly on the week while credit spreads remained contained across investment-grade and high-yield sectors.
Weekly Headings
Raymond James warns that summer complacency in financial markets could be disrupted by five 'W' catalysts spanning geopolitical escalation, Fed policy shifts, corporate earnings fading into macro focus, midterm election risks, and US debt sustainability concerns. Investors are advised to treat potential equity pullbacks as buying opportunities and yield increases as chances to extend duration.
BDC Weekly Insight
Raymond James Investment Banking's BDC Weekly Insight provides benchmark data, trading statistics, valuation multiples, and capital issuance tracking for public and private Business Development Companies as of August 27, 2026. The public BDC universe traded at an average Price/NAV of 0.81x and provided a mean total dividend yield of 13.8%.
Global Insights
Raymond James maintains a bullish outlook on US equities and selected Asian markets while expressing caution toward the Euro Zone, UK, and Latin America due to structural and economic headwinds.
Weekly Economics
Raymond James has removed its forecast for rate cuts in 2026, citing robust employment gains and persistent inflationary pressures. The firm expects economic growth to continue at a solid pace for the remainder of the year.
Housing Market 2026: Frozen, Not Broken
The 2026 US housing market remains stagnant as high mortgage rates create a 'lock-in' effect, suppressing both supply and demand despite resilient home prices. Activity is expected to remain sluggish until mortgage rates drop decisively toward 6%.
Weekly Economics Thoughts of the Week
The US labor market shows resilience with broad-based gains in April, but manufacturing employment remains stagnant as firms use productivity and automation to meet rising demand.
Fixed Income Weekly Primer
Weekly Headings Snapshot
Consumption Is the Anchor, But Investment Drives the Cycle
All reports
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Up & Adam
Raymond James · Sep 1, 2026
Weekly Interest Rate Monitor
Raymond James · Aug 31, 2026
Fixed Income Weekly Primer
Raymond James · Aug 31, 2026
Weekly Headings Snapshot
Raymond James · Aug 28, 2026
Weekly Headings
Raymond James · Aug 28, 2026
Consumption Is the Anchor, But Investment Drives the Cycle
Raymond James · Aug 28, 2026
Up & Adam
Raymond James · Aug 28, 2026
BDC Weekly Insight
Raymond James · Aug 27, 2026
Up & Adam
Raymond James · Aug 26, 2026
Up & Adam
Raymond James · Aug 25, 2026
Weekly Interest Rate Monitor
Raymond James · Aug 24, 2026
Fixed Income Weekly Primer
Raymond James · Aug 24, 2026
Up and Adam
Raymond James · Aug 17, 2026
Steep Municipal Curve Buoys Tax-Exempt Income Opportunities
Raymond James · Aug 17, 2026
Earnings Blast
Raymond James · Aug 17, 2026
Up & Adam
Raymond James · Jul 23, 2026
Up & Adam
Raymond James · Jul 22, 2026
Up And Adam
Raymond James · Jul 21, 2026
Weekly Interest Rate Monitor
Raymond James · Jul 20, 2026
Fixed Income Weekly Primer
Raymond James · Jul 20, 2026
Up And Adam
Raymond James · Jul 13, 2026
Earnings Blast
Raymond James · Jul 13, 2026
Municipal Bond Investor Weekly
Raymond James · Jul 13, 2026
Fixed Income Quarterly
Raymond James · Jun 30, 2026
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