Weekly Headings

Raymond James has raised its S&P 500 year-end target to 7,650 following a stellar earnings season led by mega-cap technology. While yields have spiked due to energy concerns and a hawkish Fed, a projected resolution to the US-Iran conflict is expected to moderate inflation and interest rates.

Key Takeaways

• 1.The S&P 500 year-end target is raised to 7,650 driven by robust tech earnings and strong 1Q26 performance.
• 2.S&P 500 companies are operating at record net margins (15.3%) despite inflationary pressures and supply chain constraints.
• 3.Bond yields are expected to moderate as a diplomatic resolution to the US-Iran conflict is anticipated to lower oil prices.

Table of Contents

• KEY TAKEAWAYS
• CHART OF THE WEEK
• Economy
• May 25 – May 29
• Equity
• Fixed Income
• Washington Policy
• Energy
• Charts of the Week
• Asset Class Performance | Distribution by Asset Class and Style
• Asset Class Performance | Weekly and Year-to-Date
• US Equities Weekly Data
• Equity Sectors
• Fixed Income
• Commodities
• Currencies
• International Equities
• Disclosures

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