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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.
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September 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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Michael Halloran September 5, 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)—stating that meaningful negotiations with China were ongoing.
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Michael Halloran September 5, 2019
Stocks had their best week since June as trade tensions with China showed some signs of easing.
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September 3, 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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Guy LeBas September 1, 2019
We have had two rate cuts in 3Q, and at least one more is likely in the final two FOMC meetings of 2019.
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August 26, 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 August 21, 2019
Stock market volatility continued last week, with the latest worries centered on falling bond yields and further yield curve inversion—the 30-year Treasury yield dropped below 2%, while 10-year Treasury yields briefly fell below 2-year yields.
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August 19, 2019
1. Daily Fix, 2. Bank, Thrift & MHC Summary Valuation, 3. Recent Bank M&A Transactions, 4. Relevant Janney Capital Markets Professionals