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Jody Lurie January 3, 2020
Fixed income markets are reacting to the recent developments in the Middle East. It is Day 2 for trading in the New Year and already we have seen a shift into flight-to-safety mode that warrants monitoring.
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January 2, 2020
We see this question often and have responded periodically by updating and publishing the table to the right, which looks at 5-year, 10-year and 30-year current coupon Treasury bonds as well 10-year zero coupon Treasury bonds.
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Michael Halloran December 30, 2019
Stocks continue to reach new record highs with the S&P 500 Index on track to end the year up over 30%.
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December 30, 2019
1. Daily Fix, 2. Bank, Thrift & MHC Summary Valuation, 3. Recent Bank M&A Transactions, 4. Relevant Janney Capital Markets Professionals
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Michael Halloran December 23, 2019
Stocks reached new record highs last week, supported by an outlook for improving global economic growth and reduced trade tensions.
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December 23, 2019
1. Daily Fix, 2. Bank, Thrift & MHC Summary Valuation, 3. Recent Bank M&A Transactions, 4. Relevant Janney Capital Markets Professionals
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Mark Luschini, Guy LeBas and Jody Lurie December 18, 2019
We envision another year of positive economic growth and favorable markets, but correcting for evolving uncertainties surrounding the election and geopolitics keeps us agile.
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Michael Halloran December 16, 2019
Last week saw several important developments that reinforce our positive outlook for the economy and markets.
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Michael Halloran December 16, 2019
The U.S. and China announced they have reached a phase-one trade deal.
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Michael Halloran December 13, 2019
The House Judiciary Committee approved two articles of impeachment against President Trump.
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Michael Halloran December 13, 2019
After a decisive electoral victory, UK Prime Minister Boris Johnson reiterated his pledge to take Britain out of the European Union (EU) by the current January 31 deadline.
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Michael Halloran December 12, 2019
The Trump Administration and House Democrats reached an agreement on a revised U.S.-Mexico-Canada trade agreement (USMCA or NAFTA 2.0), setting the course for likely ratification.
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Guy LeBas December 11, 2019
The Federal Reserve Open Market Committee followed up three consecutive rate cuts at their July, September, and October meetings with a pause in December.
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December 11, 2019
We look at municipal exchange traded funds (ETFs), a growing factor in the muni investment world.
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Gregory M. Drahuschak December 10, 2019
Selecting which sectors will be the best performers in the S&P 500 is an ongoing exercise, but never more so than near the start of a new year.
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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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December 9, 2019
Publicly owned utilities and electricity cooperatives are critical elements of U.S. infrastructure, providing power to 54 million U.S. households and businesses.
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December 9, 2019
1. Daily Fix, 2. Bank, Thrift & MHC Summary Valuation, 3. Recent Bank M&A Transactions, 4. Relevant Janney Capital Markets Professionals
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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.