-
Guy LeBas June 16, 2021
The cool phrase for this season is the “Hot Vax Summer” (credit to John Oliver). One side effect, as we have seen from the last two months of CPI prints, is that summer 2021 is also turning into the “Hot Inflation Summer.”
-
Michael Halloran June 14, 2021
Stocks reached record highs again last week, as the incoming economic data remains consistent with an improving economy and higher profits.
-
Gregory M. Drahuschak June 11, 2021
How often would you rely upon something that works only slightly more than half the time?
-
Mark Luschini, Guy LeBas and Gregory M. Drahuschak June 10, 2021
Janney's analysts discuss inflation and stock trends.
-
Mark Luschini June 8, 2021
A Closer Look at Prospect Theory, Loss Aversion, and Recency Bias
-
Michael Halloran June 7, 2021
Stocks had another positive week, with the S&P 500 Index advancing 0.6% and leadership remaining with cyclical sectors.
-
Mark Luschini, Guy LeBas and Gregory M. Drahuschak June 3, 2021
Janney's analysts discuss the global pandemic's impact on the economy.
-
Michael Halloran June 1, 2021
Stocks rose again last week with the S&P 500 Index up 1.2%, up 0.7% for the month of May, and an impressive 12.6% so far in 2021.
-
Michael Halloran May 24, 2021
The Conference Board’s Leading Economic Index and CEO Confidence Index, Markit’s preliminary May business surveys, and jobless claims all sent positive signals for the strong economic recovery.
-
Gregory M. Drahuschak May 21, 2021
If past is prologue, stock market performance was poised to react to recent changes in the price of oil.
-
Michael Halloran May 17, 2021
Stocks sold off last week on higher-than-expected inflation readings.
-
Michael Halloran May 13, 2021
The Biden administration is set to raise corporate taxes as part of the $2.25 trillion American Jobs Plan, which seeks to raise $2 trillion in tax revenue over 10 years in order to fund the new infrastructure-focused spending package.
-
Gregory M. Drahuschak May 13, 2021
For decades, the equity and debt markets struggled with widely varying rates of inflation that at times put the entire economy in jeopardy. Once again, the potential for rising inflation and interest rates is on investor’s minds.
-
Michael Halloran May 10, 2021
Stocks rose again last week and we continue to see signs of a strong economic recovery.
-
Mark Luschini, Guy LeBas and Gregory M. Drahuschak May 7, 2021
Janney's analysts discuss inflation and stock trends.
-
Mark Luschini, Guy LeBas and Gregory M. Drahuschak May 6, 2021
Janney's analysts discuss the global pandemic's impact on the economy.
-
Michael Halloran May 3, 2021
Stocks had another strong performance in April, with the S&P 500 Index adding 5.2%, its biggest one-month gain since November.
-
Guy LeBas April 28, 2021
It is unclear whether Federal Reserve officials are meeting in person or via Zoom. After all, it seems likely that most if not all FOMC members are fully vaccinated, but perhaps they’re trying to set a conservative example.
-
Michael Halloran April 26, 2021
We continue to be impressed by the incoming economic data, which is consistent with a broad-based economic recovery.
-
Gregory M. Drahuschak April 21, 2021
In seven trading sessions following the date of this report, investors will be bombarded with articles talking about selling in May as we enter what for years has been touted as the stock market’s weakest six months of the year.