Market Commentary

Stay up-to-date on market news with regular insights from our Janney investment analysts and strategists to help you understand today’s markets and their investment implications.

  • A Healthy Labor Market but Stubbornly High Inflation

    Michael Halloran April 11, 2024

    The strong March labor market report is a positive sign for income and consumer spending and suggests that the economy remains on solid footing.

  • Behavioral Finance and Investment Principles III

    Mark Luschini April 10, 2024

    Part 3: Overconfidence, Anchoring Effect, and Herding.

  • April Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak April 8, 2024

    In this issue we discuss opportunities in the Eurozone, understanding the sensitivity to volatility, and the record-breaking stock market performance.

  • An Encouraging Manufacturing Signal but Sticky Inflation

    Michael Halloran April 4, 2024

    We pay close attention to monthly business surveys because they provide important and timely insight into the private sector economy.

  • Finding Some Zen in a Garden of Volatility

    Guy LeBas April 4, 2024

    After substantial increases in interest rates in early 2024, we view the fixed-income markets as fairly valued relative to the economic and Fed outlook. These valuations mark the first opportunity to add duration since the cautious position we advocated in our Outlook 2024.

  • Investment Themes for the Next Decade

    Michael Halloran March 28, 2024

    This piece reviews the major secular investment trends that will influence the economy and markets in the coming years.

  • Stock Market Dynamics Remain Healthy

    Michael Halloran March 28, 2024

    Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.

  • Behavioral Finance and Investment Principles II

    Mark Luschini March 26, 2024

    Part 2: Familiarity Bias, Framing Bias, and Mental Accounting.

  • Business Surveys and Housing Data Consistent with Healthy Economy

    Michael Halloran March 22, 2024

    The stock market continues to make new highs, and we see important reasons to remain bullish on U.S. and global stocks.

  • Spring Rain Delay

    Guy LeBas March 21, 2024

    The Federal Reserve Open Market Committee left its target for overnight interest rates unchanged at a range of 5.25% – 5.50%, their fifth unchanged decision. Both markets and Fed officials have ruled out the necessity of further tightening barring any tail risk to inflation.

 

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