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Weekly Bulletin, a publication written by Mark Luschini, Janney’s Chief Investment Strategist, provides insights on the state of our economy as well as our market outlook.

February 11, 2019

A Patient Fed Supports Stocks, Despite Continued Glocal Economic Weakness

Stocks continue to act favorably to the Federal Reserve’s decision to be patient before any further interest rate hikes. Corporate earnings remain positive and we are encouraged by the rotation into cyclical sectors from defensive sectors, which suggests an optimistic economic outlook. This also supports our overweight of the cyclical Technology and Energy sectors.

Learn more by downloading the full Weekly Bulletin.