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Michael Halloran October 15, 2021
The major investment themes for the next decade and their economic impact by sector.
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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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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.
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Mark Luschini October 5, 2021
Exploring Overconfidence, Anchoring, and Herding
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Gregory M. Drahuschak September 9, 2021
Twenty years since the 9/11 attacks, the events of that day still are fresh in the memories of anyone who lived through them.
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Michael Halloran September 8, 2021
Stocks made new highs again last week and we remain optimistic about the outlook for the economy and financial markets.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak September 1, 2021
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets.
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Michael Halloran August 30, 2021
The S&P 500 has reached a new high on 31% of trading days year to date—the highest annual rate on record, and is up 21% so far in 2021.
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Guy LeBas August 30, 2021
The Kansas City Fed’s Jackson Hole Symposium is an annual event in which policymakers and academics debate monetary policy frameworks.
Traditionally, the Fed Chair provides a detailed policy outlook at the conference, though the importance of that outlook is more myth than reality.
Fed Chair Jay Powell’s 2021 Jackson Hole speech had few surprises and largely reiterated his other public statements from recent weeks.
Provided job growth continues, Powell clearly anticipated the FOMC will reduce or “taper” bond purchases in the next two FOMC meetings.
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Michael Halloran August 27, 2021
Despite the near-term uncertainty posed by the resurgent virus, we remain encouraged by the economic recovery that is being supported by the labor market and healthy corporate profits.
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Mark Luschini August 20, 2021
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Gregory M. Drahuschak August 19, 2021
Is the stock market cheap or expensive? The answer to this common question often includes a reference to the market’s price-earnings ratio (P/E), which is used as a measure of stock market valuation. Investors might be interested in the “P” of the ratio but it all begins with the “E”, which lately has surpassed even the most optimistic estimates.
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Mark Luschini August 18, 2021
The Taliban’s conquest of Afghanistan has little direct significance for global financial markets currently. However, the U.S. withdrawal connects with other geopolitical and domestic currents that could have both macro and market significance at some point.
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Michael Halloran August 18, 2021
Stocks continue to make new highs and we remain constructive on equities, given strong earnings and underlying economic momentum.
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Michael Halloran August 12, 2021
The Senate passed a nearly $1 trillion infrastructure bill on Tuesday, formally called the Infrastructure Investment and Jobs Act, in a bipartisan 69-30 vote.
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Michael Halloran August 9, 2021
Despite the resurgence of the virus and peaking economic growth readings, we remain encouraged by the economic recovery and stellar corporate profitability.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak August 5, 2021
Janney's analysts discuss the latest developments in the fixed income and equity markets.
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Michael Halloran August 2, 2021
Significant support for stocks remains in place despite concerns about the resurgent virus.
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Michael Halloran July 26, 2021
Despite volatility early in the week, stocks reached new highs again last week. Investor concern centers around the delta variant as rising cases have led some economies to re-impose restrictions.
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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.