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Michael Halloran November 29, 2021
Stocks fell sharply in Friday’s holiday-shortened trading, as news of a new COVID variant was followed by governments closing borders to limit its spread.
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Guy LeBas November 23, 2021
The “supply chain” is shorthand for the process of numerous inputs that go into delivering what consumers and businesses want or need to purchase. If that definition sounds vague, that would be because it is.
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Gregory M. Drahuschak November 22, 2021
The third-quarter earnings season largely ended last week, as 95% of the S&P 500 had reported calendar third-quarter results.
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Michael Halloran November 22, 2021
Stocks remain well supported by economic fundamentals and we saw more reasons last week to be thankful as we head toward the holiday season.
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Michael Halloran November 15, 2021
While inflationary pressures are proving to be stickier than the Federal Reserve’s initial transient assessment, we still see many economic attributes that provide a positive backdrop for stocks as we head into yearend.
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Michael Halloran November 12, 2021
Congress recently passed the $1.2 trillion infrastructure bill, formally called the Infrastructure Investment and Jobs Act, and President Biden said he would sign the landmark bill into law soon.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak November 10, 2021
Listen to the latest developments in the fixed income and equity markets from our Investment Strategy Group.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak November 10, 2021
Monthly commentary on timely investment and economic issues by Janney analysts Mark Luschini, Guy LeBas, and Gregory Drahuschak.
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Gregory M. Drahuschak November 9, 2021
As more records crumbled last week, the S&P 500 posted a fifth-straight weekly gain and the fourth-straight week of gains of more than 1%.
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Michael Halloran November 9, 2021
The House of Representatives passed a $1.2 trillion infrastructure bill, formally called the Infrastructure Investment and Jobs Act, late Friday after months of debate, by a 228-206 vote, with 13 Republicans voting in favor and six Democrats voting against it.
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November 4, 2021
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Michael Halloran November 1, 2021
While third-quarter economic growth came in below expectations, held back by the Delta surge and major supply-chain issues, we see solid underpinnings for the economy that should support further profit growth and ultimately stock prices.
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Michael Halloran October 27, 2021
We think the housing cycle has further to go. Home prices have been supported by a lack of inventory, high demand with millennials at prime home-buying age, and low interest rates.
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Michael Halloran October 25, 2021
Stocks rose again last week and we see several key factors supporting stocks and other risk assets.
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Gregory M. Drahuschak October 25, 2021
The first full week of third-quarter earnings reports showed results for the quarter running at a better pace than previously expected. As last week ended, the growth rate for third-quarter S&P 500 earnings was 32.7% versus the 27.5% expected at the end of the quarter, with revenues growing 15.3%
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Gregory M. Drahuschak October 20, 2021
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Michael Halloran October 19, 2021
Stocks reacted positively to a successful start to earnings season.
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Gregory M. Drahuschak October 12, 2021
From now through the middle of November, the equity market might be overwhelmed by the onslaught of corporate earnings reports.
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Michael Halloran October 12, 2021
Stocks rose last week after Senate lawmakers struck a deal for a short-term extension to the debt limit on Thursday.
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Gregory M. Drahuschak, Guy LeBas and Mark Luschini October 7, 2021
Listen to the latest developments in the fixed income and equity markets from our Investment Strategy Group.