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Guy LeBas January 27, 2021
Fed Chair Jay Powell was not shy about sharing his opinions on the economic and policy outlook just two weeks ago in his microwave-side chat.
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Gregory M. Drahuschak January 27, 2021
The Consumer Confidence Index generally is considered to be a reliable measure of consumer sentiment, but despite its expectations component, it largely reflects what we already know.
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Michael Halloran January 25, 2021
Housing and manufacturing conditions suggest a sustainable economic recovery remains in place, despite the surging virus and the impact it is having on consumer’s ability to spend.
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Gregory M. Drahuschak January 22, 2021
Investors commonly seek signs they hope can provide guidance as to the equity market’s likely path, but as seasoned investors know well, no single item has the prognostication accuracy to be relied upon in every instance.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak January 21, 2021
Janney's analysts discuss the global pandemic's impact on the economy.
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Michael Halloran January 20, 2021
Stocks had their worst week since October last week, with the economic data showing the effects of renewed restrictions as the virus surge continues and as the effects of last spring’s massive CARES Act stimulus wanes.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak January 14, 2021
Janney's analysts discuss the global pandemic's impact on the economy.
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Gregory M. Drahuschak January 14, 2021
Previous Investment Strategy Group reports detailed the frequent performance shifts in stock market sectors.
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Gregory M. Drahuschak January 13, 2021
All earnings report periods are important, but following the large drop in earnings expectations early last year and the relatively slow recovery, fourth-quarter 2020 results and corporate comments about 2021 prospects could be unusually significant.
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Gregory M. Drahuschak January 12, 2021
With the inauguration of the 46th President of the United States only a week away, investors should consider the market pattern through the presidential election cycle.
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Michael Halloran January 11, 2021
Stocks started the new year on an optimistic note with the S&P 500, Dow Jones Industrials, Nasdaq Composite, and the small-cap Russell 2000 all making record highs last week.
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Gregory M. Drahuschak January 11, 2021
Market lore says what the market does from Christmas Eve through the first two days of a new year, the so-called “Santa Claus rally” period, offers a solid indication of what the market would do for the entire year.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak January 11, 2021
Janney's analysts discuss inflation and stock trends.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak January 7, 2021
Janney's analysts discuss the global pandemic's impact on the economy.
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Michael Halloran January 7, 2021
With Democrats Raphael Warnock and Jon Ossoff winning the Georgia Senate runoff races, the Democrats will now hold 50 seats in the 100-person Senate chamber, while Vice President-elect Kamala Harris is in position to break Senate ties.
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Michael Halloran January 4, 2021
Stocks finished 2020 on a positive note, looking past the continued spread of the virus and instead focusing on the positive news about vaccine development and distribution and the unprecedented monetary and fiscal stimulus.
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Michael Halloran December 28, 2020
Stocks are rising after President Trump signed the coronavirus relief and full-year government funding package into law.
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Michael Halloran December 21, 2020
With the virus still surging with associated economic headwinds, lawmakers have agreed to a roughly $900 billion follow-on COVID-19 relief package designed to further bridge the economy through this extraordinary period.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak December 17, 2020
Janney's analysts discuss the global pandemic's impact on the economy.
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Guy LeBas December 16, 2020
This is not the first FOMC note in which we have emphasized the unexciting nature of Fed policy in a post-pandemic economic recovery.