Raymond James
February 13, 2026
Weekly Headings
Weekly UpdateEquitiesRates Govt BondsRates CreditEnergyConsumer Staples
The report highlights a broadening US equity market where unloved sectors like Energy and Staples are leading while tech cools. It forecasts 2.4% GDP growth for 2026 and identifies emerging markets as a key performance leader.
Key Takeaways
- 1.Economic growth in the US is projected to accelerate to 2.4% in 2026, supported by a resilient labor market and consumer spending.
- 2.Market performance is broadening beyond mega-cap tech into previously unloved sectors like Energy and Consumer Staples.
- 3.Emerging Market equities are outperforming US stocks YTD, driven by improving fundamentals and AI-related earnings revisions in Korea and Taiwan.
Table of Contents
- KEY TAKEAWAYS
- CHART OF THE WEEK
- Economy
- Equity
- Fixed Income
- Washington Policy
- International
- Charts of the Week
- Asset Class Performance
- Weekly Data
- Disclosures
- INVESTMENT STRATEGY
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Authors
Larry AdamEugenio J. Alemán
Securities
SPXSPXEWWMTDXY10-year Treasury
Themes
Market Broadening and RotationGeopolitical Risk in Energy MarketsAI-Driven Earnings Revisions
Regions
North AmericaAsia PacificEuropeUnited StatesChinaJapan