Economic & Market Updates
2026 is Already the Second-Best Year for IPOs on Record by Value Without Anthropic
Abstract: The IPO calendar has cooled a touch recently but is still on track to…
Gina Martin Adams Discusses the Bull Case for Small Caps
Gina Martin Adams joined Schwab Network’s Morning Movers to discuss why small caps could outperform…
Week Ending: October 23rd, 2026
Light Week of Economic Data Highlighted Housing Struggles. A bevy of data on housing confirmed…
High Yield Market Not Necessarily Signaling Doom for 2027
Abstract: While spreads remain near historic tights across much of the credit spectrum, CCC rated…
Small Cap Correction – What are the Drivers & Where are the Opportunities?
Abstract: The Russell 2000 hit correction levels – down more than 10% from its mid-August…
How Should Corporate Executives Manage Concentrated Stock Positions Without Losing What They Have Built?
There is a widely recognized principle in wealth management that captures the reality facing corporate…
Bond Selloff is Shrinking Developed Markets’ Premium to Emerging Markets
Abstract: Most global bond markets have struggled somewhat as of late, but the move has…
Week Ending: October 16th, 2026
Inflation Remains a Problem for the Fed. Despite hopes that inflation may start to decelerate,…
Earnings Season Set to Test 2026’s Broadening Trade in Stocks
Abstract: The 493 is Expected to Lead Earnings Growth, But Not Without Energy Consensus expects…
Market and Economic Developments on Reuters Markets Now
Chief Market Strategist Gina Martin Adams joined Reuters Markets Now to discuss the forces shaping…
Gina Martin Adams on AI, Banks, and the Market Outlook
Gina Martin Adams, Chief Market Strategist, joined CNBC’s Morning Call to discuss the market’s outlook…
Stocks Outlook Hinges on Consensus Getting Earnings Right
Abstract: Equity market valuations are currently in conflict – on a trailing basis, stocks are…
Mind the Gap – Signals from the Yield Curve Spread
Abstract: Treasury yields across the curve have been surging to multiyear highs, making waves for…
With Rates This High, An Earnings Miss May Now Be the Biggest Risk For Stocks
Abstract: Treasury yields have been surging and rates have been pressuring S&P 500 multiples. Since…
Market Monitor October 2026
Tale of Two Economies Continues, with Policy Becoming a Headwind.The build-out of artificial intelligence (AI)…
Thomas Carroll Shares HB Wealth’s Vision for Growth and Innovation
CEO Thomas Carroll joined Asset TV’s Meet the RIA series to discuss the firm’s approach…
September Top Takes
Bond Vigilantes are the Captain Now as Fed Finally Capitulates. The Federal Open Market Committee’s…
Burned Out, Not Finished: What High-Achieving Professionals Should Consider Before Walking Away
For many attorneys, physicians, veterinarians, and consultants, there comes a point when the question shifts…
HB Wealth Selected for CNBC’s Elite Advisors List as the Only Top Ultra-High Net Worth Wealth Management Firm with an Office in Cocoa Beach, FL
On June 22, 2026, CNBC released its inaugural “Elite Advisor” list of the top ultra-high…
CNBC’s Elite Advisors: Top Ultra-High Net Worth Wealth Management Firms in Austin, TX
On June 22, 2026, CNBC released its inaugural “Elite Advisor” list of the top ultra-high…