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Guy LeBas March 3, 2020
The Federal Open Market Committee (FOMC) announced an emergency inter-meeting interest rate cut, the first such action since the early phases of the global financial crisis.
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Michael Halloran March 2, 2020
Stocks saw the worst weekly drop since 2008 last week, driven by the Chinese economic disruption and global uncertainty caused by the coronavirus outbreak.
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Gregory M. Drahuschak February 26, 2020
Risk typically is defined as the exposure to the possibility of loss or injury, but risk means different things to different people.
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Mark Luschini February 25, 2020
In our outlook for 2020, we postulated a pro-growth, pro-cyclical stance was warranted, given the underlying strength of the U.S. economy and the burgeoning signs of a rebound in growth abroad that would provide a favorable setting for risk assets.
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Michael Halloran February 24, 2020
Market volatility has increased with the incoming economic data showing a significant disruption from the coronavirus outbreak, especially in China.
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February 24, 2020
1. Bank, Thrift & MHC Summary Valuation, 2. Recent Bank M&A Transactions, 3. Relevant Janney Capital Markets Professionals
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February 24, 2020
Janney’s Financial Institutions Group (FIG) hosted nearly 100 public and private banks nationwide at the 25th West Coast Bank CEO Forum on January 29–30 in Phoenix, Arizona.
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Gregory M. Drahuschak February 19, 2020
The cliché that a rising tide lifts all ships points out that in a bull market most stocks move up. Multiple times in the past 40 years, however, the market tide allowed some stocks to rise much more than others.
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Guy LeBas February 19, 2020
Fixed income assets can provide crucial benefits to investment portfolios. While income generation is important, holding bonds also helps reduce overall portfolio risk and opens up opportunities for reallocation if equity markets falter.
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Michael Halloran February 18, 2020
Stocks moved to fresh all-time highs last week, supported by positive earnings and signs of stabilization in the ongoing coronavirus outbreak.
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Gregory M. Drahuschak February 13, 2020
In order of importance, the direction of the overall market, sector selection, and individual stock choices determine equity market portfolio returns.
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Michael Halloran February 10, 2020
Stocks reached record highs last week, reflecting healthy fundamentals and looking through the near-term impact of the coronavirus outbreak.
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February 10, 2020
1. Bank, Thrift & MHC Summary Valuation, 2. Recent Bank M&A Transactions, 3. Relevant Janney Capital Markets Professionals
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak February 6, 2020
Financial markets take their cue from dovish guidance, strong muni performance, and the election's impact on the market are included in this month's Investment Perspectives.
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Mark Luschini February 3, 2020
The Wall Street adage, "stocks take the escalator up and an elevator down," pertains to the market tendency to rally along a shallower glide path than it does when some unwelcome news hits the tape and it typically turns into a swift selloff.
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Michael Halloran February 3, 2020
Stocks fell last week in response to the economic uncertainty created by the coronavirus outbreak.
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Gregory M. Drahuschak January 31, 2020
The impeachment trial of U.S. President Donald Trump has captured the world’s attention. Investors, in particular, are interested in the effect the current proceedings will have on the equity market. This report will focus on the economic circumstances that surrounded past impeachments and show that what appears to matter more to the markets is the state of the underlying economy.
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Guy LeBas January 30, 2020
The Federal Reserve Open Market Committee (FOMC) once again held their target for overnight interest rates unchanged in the month of January, the second-consecutive pause decision following a round of three insurance rate cuts in 2019.
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Gregory M. Drahuschak January 28, 2020
Presidential election years attract investors’ attention because of the belief that the election process and outcome can influence the equity market. However, it is worth considering the impact the economy has on elections.
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Michael Halloran January 27, 2020
Stocks are under near-term pressure due to fears that the coronavirus will disrupt the improving global economy.