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Michael Halloran December 9, 2019
Despite concerns that trade talks could fall apart, our base case is that the trade truce will hold and the global economy will show improvement as we move into 2020.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak December 9, 2019
Global conditions are improving, inflation remains low, and December is poised to be a good month.
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Jody Lurie December 3, 2019
We are once again in a lower-for-longer environment. The yield hunt sustains, driving up the price and down the yield of even lower-rated bonds.
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Michael Halloran December 2, 2019
Stocks reached new highs again last week and continue to benefit from easy monetary conditions provided by central banks that have significant leeway due to low inflation.
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Michael Halloran November 25, 2019
Stocks continue to trade near all-time highs and are supported by several factors.
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Gregory M. Drahuschak November 21, 2019
Although it is nearly a year away, investors are already considering the potential equity market impact of the 2020 United States presidential election.
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Gregory M. Drahuschak November 21, 2019
The fear that new stock market heights might lead to a sharp downturn can prompt costly decisions.
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Michael Halloran November 18, 2019
The major stock market indexes reached new highs last week with globally exposed cyclical sectors continuing to outperform domestically oriented defensive sectors. We are encouraged by this signal that suggests stocks are anticipating improving global economic conditions.
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Michael Halloran November 12, 2019
Stocks are making new all-time highs due to earnings coming in better-than-expected, lower economic policy uncertainty on reduced trade tensions, strong labor market data, and improving global manufacturing indicators.
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Alan Schankel November 6, 2019
The initial read on US GDP growth for the recently ended 3rd quarter was a 1.9% growth pace, only the third quarter with sub-2% growth rate since the end of 2015.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak November 6, 2019
Investment Perspectives provides insight into the markets from three of Janney's elite strategists.
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Michael Halloran November 5, 2019
Stocks reached all-time highs last week, driven higher by better-than-expected earnings news and positive economic data.
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Jody Lurie November 4, 2019
While the majority of fixed income asset classes offer lower average yields this year than last year, the US triple C corporates space remains an outlier.
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Gregory M. Drahuschak October 31, 2019
After more than three months and multiple attempts, the S&P 500 Monday morning finally set a new intraday all-time high on word that technical consultations on a trade agreement text are "basically completed," which suggested phase-one of a trade agreement might be signed at the Asia-Pacific Economic Cooperation (APEC) summit in Chile next month.
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Michael Halloran October 31, 2019
The S&P 500 stock index is at an all-time high and is being supported by reduced geopolitical tensions and good earnings news.
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Gregory M. Drahuschak October 21, 2019
Optimism about trade negotiations with China faded somewhat last week, but a draft of a deal with the European Union offered hope that after more than three years, the Brexit saga might end.
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Michael Halloran October 21, 2019
Stocks are close to all-time highs and are being supported by positive earnings news and reduced geopolitical risks.
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Jody Lurie October 18, 2019
Just over a year ago, the bond market began to sell off on various fears that caused heightened perceived credit risk.
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Michael Halloran October 15, 2019
Stocks reacted favorably to the results from the latest Chinese trade talks.
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Gregory M. Drahuschak October 15, 2019
Driven by increased hopes for a trade truce with China, headlines suggesting a Brexit deal might be coming and a positive report on consumer sentiment, all the major indices here and in Europe ended notably higher on Friday.