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
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Authors
Larry Adam
Securities
S&P 500ASML Holding2330.TW
Themes
Consumer ResilienceCredit Market StrengthInflation Moderation
Regions
GlobalUnited StatesNetherlandsTaiwan
