History has a way of repeating itself and today's investors need to stay sharp, flexible and ready for anything. CIO Larry Adam provides a glimpse at his team's market and economic outlook in his latest Weekly Headings. raymondjamesconnect.com/tvg_Xs

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot. raymondjamesconnect.com/tvDavv

The Washington Post reports that the Senate is set to vote on the large reconciliation bill today, but there is still some inter-party disagreement on the bill, so immediate passage is not yet certain. Read more in the Morning Brew. raymondjamesconnect.com/tZYaWQ

Headlines are often focused on the federal funds rate. However, it's important to keep in mind what the rate is and what the downstream effects of changes to the rate mean for fixed income investors notes Strategist Drew O'Neil. raymondjamesconnect.com/tBmQbb

Equity markets kept grinding higher, while bond yields edged lower as signs of economic weakness began to emerge. Get the details in the June market report. raymondjamesconnect.com/trlcIB

The projected slower opening comes after yesterday's strong showing in which several mega-cap stocks pushed to new all-time highs, and in turn boosted the S&P 500 and NASDAQ Composite to record highs. Read more in the Morning Brew. raymondjamesconnect.com/t0xtpZ

The market looked past yesterday's ADP jobs report, but today's comprehensive report will no doubt stir the markets, given its rate cut implications. The House advanced the "One Big Beautiful Bill" to a final House vote. Read more in the Morning Brew. raymondjamesconnect.com/tj1RU8

Happy Independence Day! Have a wonderful holiday.

The market is poised for a lower start, with S&P 500 futures trading 17 points below fair value. Treasury Secretary Bessent said countries that don't make trade deals by Aug. 1 will see tariff rates rise to April levels. Read more in the Morning Brew. raymondjamesconnect.com/t5nYQn

Strategists Doug Drabik and Drew O'Neil look back at the first half of 2025 and note that yields across the fixed income landscape continue to provide some of the most attractive opportunities in the past 15-plus years. raymondjamesconnect.com/tNDM8G

Financial Times reports that the EU is close to a trade deal with the U.S., but that the tariff imposed will likely be higher than the rate for the U.K. Read more in the Morning Brew. raymondjamesconnect.com/tw-_No

President Trump announced a 50% tariff on Brazil and confirmed that the 50% tariff on copper will be effective August 1, though trade developments did little to stifle yesterday's bullish action. Read more in the Morning Brew. raymondjamesconnect.com/tQ95IR

A big reason for the S&P 500's V-bottom (and 30% gain in 60 days) to new highs was, not only worst-case fears on tariffs being rolled back to a degree but, optimism on a tax bill. Read the Weekly Market Guide. raymondjamesconnect.com/tNw8tp

President Trump also said in a NBC News phone interview that most trading partners will face a 15-20% tariff, and that the EU will get a tariff letter later today. Read more in the Morning Brew. raymondjamesconnect.com/tQymlE

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot. raymondjamesconnect.com/tI0Oqg

While the One Big Beautiful Bill Act aims to curb government spending, the proposed tax cuts could reduce fiscal revenues by trillions. Chief Economist Eugenio Alemán analyzes the bill's implications and unpacks the potential consequences to the national d raymondjamesconnect.com/tJbClR

CIO Larry Adam places a spotlight on tariffs and the upcoming earnings season in his latest Weekly Headings, to highlight how these areas of focus could impact the economy and equity market moving forward. raymondjamesconnect.com/tpflRo

The stock market has been resilient in the face of tariff announcements over the past two weeks but has been subject to some softer pockets when the country in question is a close trading partner. Read more in the Morning Brew. raymondjamesconnect.com/tn_FOn

Strategist Drew O'Neil highlights that every bond can have a unique combination of features that provide pros and cons for an investor. Depending on an investor's unique goals and risk tolerances, some structures can be more or less appropriate. raymondjamesconnect.com/tDRefY

The main catalysts for today's session are quite similar to yesterday; the market awaits the release of a key piece of inflationary data while a slate of large banks have reported their earnings before the open. Read more in the Morning Brew. raymondjamesconnect.com/tEFat4