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Michael Halloran July 19, 2021
With stocks reaching new highs on a regular basis, we are often asked what can provide future support for the market.
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Mark Luschini July 19, 2021
Exploring Familiarity Bias, Framing Bias, and Mental Accounting
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak July 13, 2021
Janney's analysts discuss the latest developments in the fixed income and equity markets.
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Michael Halloran July 12, 2021
Stocks had a choppy week, but once again reached record highs. We expect stocks to continue benefitting from strong economic and profit growth, despite concerns over further virus headwinds and economic growth off historical peaks.
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Michael Halloran July 6, 2021
Stocks had an impressive first half of the year with the S&P 500 Index up 8.2% in the second quarter and up 14.4% for the first half of the year, its second-best start this century.
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Michael Halloran June 28, 2021
Stocks had another good week and the S&P 500 Index is now up 14.8% year-to-date as we approach the halfway mark for the year.
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Michael Halloran June 21, 2021
Stocks fell last week after the Federal Reserve (Fed) shifted its forward guidance on interest rates in a hawkish direction. Fed officials signaled they expect to raise interest rates by late 2023, sooner than they anticipated in March.
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Mark Luschini and Guy LeBas June 18, 2021
One can hardly prognosticate about matters of the economy and financial markets without acknowledging the role the vaccination campaign is having on consumer and business activity. Certainly, the news on that front is encouraging, and evidence of conditions returning to normal abound.
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Gregory M. Drahuschak June 18, 2021
Many of today’s market participants did not have to endure the inflation of the 1970s through early 1980s. Revisiting that era is useful, as for first time in many months, the Federal Reserve Open Market Committee (FOMC) gave an indication of when it might consider changing credit policy.
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Michael Halloran June 14, 2021
Stocks reached record highs again last week, as the incoming economic data remains consistent with an improving economy and higher profits.
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Gregory M. Drahuschak June 11, 2021
How often would you rely upon something that works only slightly more than half the time?
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Mark Luschini June 8, 2021
A Closer Look at Prospect Theory, Loss Aversion, and Recency Bias
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Michael Halloran June 7, 2021
Stocks had another positive week, with the S&P 500 Index advancing 0.6% and leadership remaining with cyclical sectors.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak June 3, 2021
Janney's analysts discuss the global pandemic's impact on the economy.
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Michael Halloran June 1, 2021
Stocks rose again last week with the S&P 500 Index up 1.2%, up 0.7% for the month of May, and an impressive 12.6% so far in 2021.
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Michael Halloran May 24, 2021
The Conference Board’s Leading Economic Index and CEO Confidence Index, Markit’s preliminary May business surveys, and jobless claims all sent positive signals for the strong economic recovery.
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Gregory M. Drahuschak May 21, 2021
If past is prologue, stock market performance was poised to react to recent changes in the price of oil.
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Michael Halloran May 17, 2021
Stocks sold off last week on higher-than-expected inflation readings.
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Michael Halloran May 13, 2021
The Biden administration is set to raise corporate taxes as part of the $2.25 trillion American Jobs Plan, which seeks to raise $2 trillion in tax revenue over 10 years in order to fund the new infrastructure-focused spending package.
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Gregory M. Drahuschak May 13, 2021
For decades, the equity and debt markets struggled with widely varying rates of inflation that at times put the entire economy in jeopardy. Once again, the potential for rising inflation and interest rates is on investor’s minds.