Tomorrow marks one year since California became the first state to declare a stay-at-home order. The last 12 months have been challenging, but this week's #WeeklyHeadings reviews the remarkable financial market rebounds that have occurred since the lows. rjsocialmedia.com/tum79p

Pres. Biden “set pretty low expectations with a goal of trying to rebuild trust,” Raymond James' Chris Meekins says on reaching the goal of 100 million U.S. vaccinations early. “Let’s celebrate it, but let’s not accept that this was a gargantuan moonshot challenge.”

Happy Birthday! Yesterday marked the one-year anniversary since the start of the bull market. Over that time period, the S&P 500 is up ~75%, marking the best first year of a bull market in the post-WWII era!

Extra! Extra! Read All About It! This week’s #WeeklyHeadings discusses the actions of Congress and the Fed that have made financial market headlines thus far, as well as the policymaker decisions that may become feature stories in the months ahead. raymondjames.com/-/media/rj/dot…

Discover nine ways to boost your brain power. Research has shown that the brain can benefit from activities to boost its strength, flexibility and more. go.rjf.com/3jYMj2W

Although we're seeing an increase in commodity prices, investors should focus on long-term inflation expectations, says Chief Economist Scott Brown. bit.ly/3fsGHh1

Yields Hit a 14-Month High! The 10-Year Treasury yield rose to 1.75% this morning, marking the first time that the 10-Year Treasury yield rose above the level (1.74%) when COVID lockdowns began in China in January 2021.

Raymond James Financial received a long-term senior unsecured rating of A- with a stable outlook for the first time by Fitch Ratings: bit.ly/3sBM01r. Credit Rating is not a recommendation for RJF stock and subject to change. More info here: fitchratings.com.

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In our 2Q21 #QuarterlyCoordinates webinar titled “Resilience Is In Our DNA,” I share our insights regarding the major #asset classes and #portfolio positioning, as well as factors driving market performance. Watch the replay here: raymondjames.com/investment-str…

As expected, inflation moved higher on a year-over-year basis as we begin to anniversary the COVID-related impacts from last year. While the pace of inflation will continue to accelerate over coming months, we (similar to the Fed) view these inflation pressures as transitory.

After testing a long term support level, tech (as measured by the ratio of the NASDAQ to the Russell 2000) has significantly outperformed small cap US equities.

In fact, since testing that support level a month ago, tech has outperformed small cap by ~900 bps. This level of outperformance is in the 99th percentile over the last 15 years.

There was a flurry of better than expected data today, which continue to reflect the strength of the US economy. Retail sales rose 9.8% MoM, with re-opening industries seeing some of the strongest gains.

The labor market continues to improve, as jobless claims came in far better than expectations (568k vs 700k) and declined below the 600k mark for the first time since the COVID outbreak.

This Tuesday was #NationalScrabbleDay! Earnings is the only word on our minds, as better than expected results could be a bonus for our S&P 500 base case. We’ve outlined some of the dynamics for the 1Q21 earnings season in this week’s #WeeklyHeadings. raymondjames.com/-/media/rj/dot…

The 1Q21 earnings season is set to ramp up this week. While we are still in the early innings, see below for the key takeaways from this earnings season thus far.

Could near-zero rates derail your retirement? Will double-digit yields be gone forever? And why is it that the Fed’s involved? For answers to your most pressing questions on these low-interest-rate years, check out our latest resources. Dive in: go.rjf.com/2Qf2T4e