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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.
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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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Gregory M. Drahuschak November 26, 2019
The worst December result last year for the S&P 500 index since the Great Depression still lingers in investors’ minds with the worry that a repeat performance might be on tap this year. Context, however, is important as 2019 nears a close.
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Gregory M. Drahuschak November 25, 2019
Done correctly, the selection of individual common stocks requires rigorous effort. Investors, however, often seek a way to shortcut this process.
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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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November 25, 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 November 22, 2019
Leveraged buyouts (LBOs) are perceived as an attractive vehicle for investors to create more value for shareholders.
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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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November 18, 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 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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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.