Recurring series
Raymond James Investment ManagementWeekly Market Guide
Finvaulta tracks 4 editions of Weekly Market Guide from Raymond James Investment Management, published between May 10, 2026 and August 26, 2026. Each edition is summarized on its own page.
Latest edition · August 26, 2026
weekly market guide
Equity markets continue to advance as participation broadens into small caps, emerging markets, and equal-weighted indices despite rising term premiums and consolidation in mega-cap AI technology. Resilient earnings and technical support levels keep Raymond James's upward bias intact.
Raymond James Portfolio Strategy maintains an overall constructive risk-on stance on equities, citing resilient economic growth, robust corporate earnings, and broadening market participation that has lifted small caps, emerging markets, and the equal-weight S&P 500. While rising Treasury yields—driven by normalizing term premiums rather than inflation—and widening credit spreads in tech have prompted consolidation in mega-cap AI leaders, earnings fundamentals have remained intact. Technical indicators across small-caps, materials, and consumer discretionary vs. staples ratios continue to support upside, with key S&P 500 support identified at 7,621 and 7,427.
Read the latest edition in fullKey takeaways from the latest edition
- 1.Equity market breadth has broadened beyond mega-cap tech, with small caps and emerging markets up over 20% YTD and the equal-weight S&P 500 up more than 15% YTD.
- 2.Long-term Treasury yield increases are being driven by a normalization in term premiums rather than rising inflation expectations, creating a valuation headwind for long-duration growth assets.
- 3.Technology and semiconductor stocks are consolidating at key inflection points, while tech credit spreads show signs of stress amid concerns over AI infrastructure financing packages.
What this series covers
- Weekly Market Guide
- Upcoming Catalysts:
- Consolidation Following Breakout
- Rising Rates as Term Premiums Normalize
- Technology: A Pause to Refresh?
- Credit Spreads
- Semiconductors
- Risk-on Bias
- Small-Caps
- Materials
- IMPORTANT INVESTOR DISCLOSURES
Edition archive
Series at a glance
- Editions tracked
- 4
- First edition
- May 10, 2026
- Latest edition
- August 26, 2026