Report published June 22, 2026
Up and Adam: Market Insights from Raymond James - June 22, 2026
Raymond James · June 22, 2026
This report covers the macroeconomic relief of falling gas prices and the tactical shift in market performance as Technology outperforms Energy. It also discusses corporate earnings previews and developments regarding index rebalancing and global market classifications.
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Key Takeaways
- 1.National average gasoline prices have fallen below $4.00/gallon, which is expected to support consumer discretionary spending and help cool headline inflation.
- 2.Technology has overtaken Energy as the top-performing sector in the S&P 500 YTD, driven by strong fundamentals and two-year EPS growth expectations.
- 3.South Korea is being monitored for a potential upgrade to developed market status in MSCI benchmarks due to strong market growth and financial reforms.
Table of Contents
- As Gasoline Falls Below $4.00/Gallon, It's Good News For Drivers—And Inflation Metrics
- Amid Cheaper Fuel, Are Consumers Turning More Upbeat? Corporate Results May Provide Insights
- Five Companies Enter The Nasdaq 100 Index Today—SpaceX Is Likely Up Next
- South Korea's Market Rally Tests Path To Developed Market Status In MSCI Benchmarks
- Tech Leapfrogs Energy To Become The S&P 500's Top Performer YTD
Report data
What A Difference 3 Months Makes — as of June 22, 2026.
| Metric | Estimate | Context |
|---|---|---|
| Headline Inflation | 4.2 percent YoY | Cooling inflation metrics due to lower gasoline prices |
Reports in this series
Up and Adam is shown in chronological order through this edition, published on June 22, 2026.
Part of the Up and Adam series — view all 19 editions
Looking for the latest edition? Up and Adam (Jul 23, 2026)
- Jun 6Up and Adam
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