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Mark Luschini, Guy LeBas and Gregory M. Drahuschak May 7, 2021
Janney's analysts discuss inflation and stock trends.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak May 6, 2021
Janney's analysts discuss the global pandemic's impact on the economy.
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Michael Halloran May 3, 2021
Stocks had another strong performance in April, with the S&P 500 Index adding 5.2%, its biggest one-month gain since November.
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Guy LeBas April 28, 2021
It is unclear whether Federal Reserve officials are meeting in person or via Zoom. After all, it seems likely that most if not all FOMC members are fully vaccinated, but perhaps they’re trying to set a conservative example.
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Michael Halloran April 26, 2021
We continue to be impressed by the incoming economic data, which is consistent with a broad-based economic recovery.
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Gregory M. Drahuschak April 21, 2021
In seven trading sessions following the date of this report, investors will be bombarded with articles talking about selling in May as we enter what for years has been touted as the stock market’s weakest six months of the year.
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Guy LeBas April 20, 2021
Exactly 12 months ago, in the depths of the worst public health crisis in at least a generation and in the tail end of the worst financial crisis in a decade, we published a note titled Coronavirus and the Municipal Bond Market.
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Gregory M. Drahuschak April 20, 2021
It would be reasonable to think economic growth would parallel stock market movement closely, but data show this is not necessarily true. The correlation between stock returns and economic growth not infrequently is negative.
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Michael Halloran April 19, 2021
Stocks made new highs again last week, with the S&P 500 Index up 1.4%. Incoming economic readings continue to show an accelerating economy supported by reopenings, vaccines, and massive government stimulus.
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Michael Halloran April 12, 2021
Stocks continue to make new highs, with the S&P 500 Index up 2.7% last week, as economic readings continue to show an accelerating economy supported by reopenings, vaccines, and massive government stimulus.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak April 12, 2021
Janney's analysts discuss inflation and stock trends.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak April 8, 2021
Janney's analysts discuss the global pandemic's impact on the economy.
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Michael Halloran April 5, 2021
Stocks remain well supported, with the S&P 500 Index crossing 4,000 for the first time last week, as the incoming data show an accelerating economy with the reopenings, supported by vaccines and massive stimulus.
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Michael Halloran March 31, 2021
After recent passage of the $1.9 trillion American Rescue Plan designed for pandemic relief, President Biden has now turned attention to his infrastructure plan.
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Michael Halloran March 29, 2021
We remain optimistic on our outlook for the economy and stocks with last week’s economic readings showing further improvement, which helped push the S&P 500 stock index to a fresh all-time high.
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Gregory M. Drahuschak March 23, 2021
It often is easy to forget anniversaries, but for equity investors, the COVID-19 market bottom forever will be memorable. It comes alongside days like October 1987 and Christmas Eve 2018.
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Michael Halloran March 22, 2021
Reserve just reiterated its intention to maintain its ultra-accommodative monetary policy while increasing its forecast for economic growth.
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Gregory M. Drahuschak March 19, 2021
Finding the real value in stocks always has been difficult and subject to interpretation. Unwilling to do the due diligence necessary, many investors too often seek the simplest methods to uncover value.
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Gregory M. Drahuschak March 18, 2021
Monthly releases of measures of economic activity in their regions from many Federal Reserve offices always get attention, but few can match the most recent report from Philadelphia Fed office that reached a level not seen in 50 years.
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Guy LeBas March 17, 2021
Unsurprisingly, the FOMC held rates constant at the zero lower bound at their March meeting, and left other aspects of monetary policy largely unchanged despite rising long-term interest rates.