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Gregory M. Drahuschak October 2, 2019
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.
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Michael Halloran October 2, 2019
The incoming economic data remains consistent with slower, but still positive, economic growth.
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September 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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Jody Lurie September 24, 2019
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.
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Michael Halloran September 24, 2019
Despite the uncertainty caused by geopolitical tensions (primarily the trade war), the incoming economic data remains consistent with slower, but still positive, economic growth.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak September 24, 2019
Investment Perspectives provides insight into the markets from three of Janney's elite strategists.
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Jody Lurie September 23, 2019
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.
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Michael Halloran September 23, 2019
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.
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Michael Halloran September 23, 2019
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.
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Jody Lurie September 23, 2019
We see this trend as a contributor to the elevated global economic and political uncertainty that creates bond market volatility.
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Jody Lurie September 23, 2019
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.
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Guy LeBas September 23, 2019
This week’s Fed action comes at an unusually messy time for the underground financial plumbing.
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Guy LeBas September 23, 2019
In October 2018, we published our last “Special Comment” on the interest rate markets amidst what was heavy selling pressure.
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Mark Luschini September 23, 2019
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.
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Michael Halloran September 23, 2019
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.
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Michael Halloran September 23, 2019
Productivity is critical for higher living standards, economic growth, and corporate performance.
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September 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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September 16, 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 September 16, 2019
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.
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Michael Halloran September 9, 2019
Stocks were higher again last week on news that the U.S. and China will hold high-level trade discussions in October.