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Guy LeBas June 20, 2019
With yields on many parts of the fixed income market rising to levels not seen in half a decade or more, there remains a risk that interest rates could rise in the future.
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Michael Halloran June 20, 2019
As anticipated by the consensus, Democrats took control of the House of Representatives, while Republicans retained their control of the Senate. We see a limited impact on financial markets as a consequence of the midterms. These results set the stage for two years of legislative gridlock, which has historically tended to benefit equities.
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Michael Halloran June 20, 2019
We expect this strong showing by global consumers, coupled with low inflation that allows central banks to remain accommodative, to support further economic growth and prevent recession dynamics from taking hold.
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Michael Halloran June 20, 2019
While stocks have rallied in relief that Mexican tariffs will be avoided and in anticipation that the Federal Reserve may cut interest rates, we are maintaining our neutral stance toward stocks.
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June 19, 2019
Over the years we have studied shifting demographic trends here in the U.S. - noting that with each boom / bust cycle occurring in U.S. population, the country oftentimes experienced significant economic and cultural changes.
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Michael Halloran June 19, 2019
One thing is certain, change is the only constant in the investment community.
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Guy LeBas June 18, 2019
Quarterly FOMC meetings have lost some of their punch now that there’s a Chair’s press conference at all meetings, but at least we still have the economic projections.
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June 17, 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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June 10, 2019
1. Janney Expands Capital Markets Group, 2. Daily Fix, 3. Muni Monthly, 4. Bank, Thrift & MHC Summary Valuation, 5. Recent Bank M&A Transactions, 6. Relevant Janney Capital Markets Professionals
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak June 7, 2019
Investment Perspectives provides insight into the markets from three of Janney's elite strategists.
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June 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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Michael Halloran June 3, 2019
The promised tariffs on Mexico, in addition to existing Chinese trade tensions, are creating volatility for financial markets and uncertainty for business.
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Guy LeBas June 1, 2019
Time to throw in the towel on our 1Q 2020 first cut forecast.
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May 28, 2019
1. Daily Fix, 2. Municipal Comment, 3. Bank, Thrift & MHC Summary Valuation, 4. Recent Bank M&A Transactions, 5. Relevant Janney Capital Markets Professionals
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Michael Halloran May 24, 2019
Stocks continue to experience heightened volatility due to renewed U.S.-China trade tensions.
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Michael Halloran May 22, 2019
Market volatility has picked up in sympathy with renewed U.S.-China trade tensions.
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May 14, 2019
The vast majority of municipal bonds available in the market at any given time are offered at premium prices relative to their par value.
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Michael Halloran May 14, 2019
Thirty years ago, a dozen eggs cost shoppers around 75 cents. Now, you would need to add more than a dollar to that to get them.
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May 13, 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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Mark Luschini, Gregory M. Drahuschak and Guy LeBas May 10, 2019
Investment Perspectives provides insight into the markets from three of Janney's elite strategists.