• The beat goes on

    Earnings were a feature last week, but the market intensely focused on prospects for a rate cut at the next meeting of the Federal Reserve Open Market Committee (FOMC) meeting July 30-31.

  • Encouraged by housing improvement and signs of manufacturing stabilization

    The incoming economic data remains consistent with slower, but still positive, economic growth.

  • Bank & Thrift Newsletter September 30, 2019

    1. Daily Fix, 2. Bank, Thrift & MHC Summary Valuation, 3. Recent Bank M&A Transactions, 4. Relevant Janney Capital Markets Professionals

  • Fannie and Freddie update

    With the recent uptick in price, investors are asking questions about the legacy preferreds of Fannie Mae and Freddie Mac, which have not been paying dividends since 2008.

  • An encouraging rebound in housing data

    Despite the uncertainty caused by geopolitical tensions (primarily the trade war), the incoming economic data remains consistent with slower, but still positive, economic growth.

  • Bear trap, negative yields, and range-bound market

    Investment Perspectives provides insight into the markets from three of Janney's elite strategists.

  • What is happening in the repo market right now?

    The repo market is a $2.2T short term borrowing and lending market, and is the underlying source for SOFR, LIBOR’s replacement when LIBOR sunsets by year-end 2021.

  • The economic and investment implications of the Saudi oil field attacks

    While it is early to get a firm assessment on the impact of rising oil prices and Middle East tensions, we would stress the following points concerning the attacks.

  • Brexit difficulties and investment implications

    After voting to leave the European Union (EU) back in June 2016, the United Kingdom (UK) is still trying to figure out how to accomplish this—after several extensions to the original two-year window.

  • Now is the autumn of our discontent: Populism & bond market volatility

    We see this trend as a contributor to the elevated global economic and political uncertainty that creates bond market volatility.

  • Credit vs. interest rate risk: What you should own these days

    Given recent events, we will explore these two factors in fixed income investing to guide positioning for possible near-term events and what we think may be a strategy for the average investor.

  • Overshadowed by the underground

    This week’s Fed action comes at an unusually messy time for the underground financial plumbing.

  • Memos from the rates markets

    In October 2018, we published our last “Special Comment” on the interest rate markets amidst what was heavy selling pressure.

  • Europe's latest angst: Italy

    Recent political news from Italy reopens the threat that the third-largest economy in Europe, and the eighth largest in the world, could exacerbate Europe’s already weak conditions.

  • US-China trade tensions

    Stocks are reacting positively after President Trump sought to ease trade tensions with China and struck a more conciliatory note on the final day of the Group of Seven summit (G7), where world leaders have pressured him to de-escalate the trade war.

  • Importance of productivity

    Productivity is critical for higher living standards, economic growth, and corporate performance.

  • Bank & Thrift Newsletter September 23, 2019

    1. Daily Fix, 2. Bank, Thrift & MHC Summary Valuation, 3. Recent Bank M&A Transactions, 4. Relevant Janney Capital Markets Professionals

  • Bank & Thrift Newsletter September 16, 2019

    1. Daily Fix, 2. Bank, Thrift & MHC Summary Valuation, 3. Recent Bank M&A Transactions, 4. Relevant Janney Capital Markets Professionals

  • A healthy consumer continues to bode well for the economy

    While it is too early to get a firm assessment on the impact of rising oil prices and Middle East tensions, we remain encouraged by the incoming economic data and the potential for reduced trade tensions.

  • Service sector continues to support economic growth

    Stocks were higher again last week on news that the U.S. and China will hold high-level trade discussions in October.

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