Raymond James logo
Raymond James

July 13, 2026

Up And Adam

Daily UpdateEquitiesRates CreditConsumer DiscretionaryFinancials

This report previews a busy week of economic data and earnings, highlighting resilient consumer spending and robust demand for investment-grade bonds.

Key Takeaways

  • 1.Investment-grade (IG) bond spreads have remained below 80 bps for three months, the longest period since the 1990s, despite high issuance volumes.
  • 2.Economic data focus this week includes June CPI, PPI, and pending home sales to gauge inflation and housing health.
  • 3.The upcoming earnings season is expected to highlight consumer spending resilience against inflationary headwinds.

Table of Contents

  • The Main Market Event: Join Us Today At 4:00 PM ET For Our Webinar!
  • In A Busy Week Of Economic Data, Inflation And Housing Take Center Stage
  • It's Not Just Banks—This Week's Earnings Encompass A Wide Range Of Industries
  • A Key Theme For Earnings Season: How Is Consumer Spending Holding Up Amid Inflationary Pressures?
  • Shrugging Off Higher Issuance, IG Spreads Hold Below 80 bps For The Longest Stretch Since The 1990s
  • Sector Performance

Document Preview

Page 1 of 2
Page 1 of Up And Adam
Subscribe for full access

Access the Full Report

Get unlimited access to institutional research reports with a 14-day free trial.

Authors

Larry Adam

Securities

S&P 500ASML Holding2330.TW

Themes

Consumer ResilienceCredit Market StrengthInflation Moderation

Regions

GlobalUnited StatesNetherlandsTaiwan