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Cliff K. Booth, JD Nelson and Jonathan Ketzner April 29, 2019
Daily Fix; Bank, Thrift & MHC Summary Valuation: Recent Bank M&A Transactions; Relevant Janney Capital Markets Professionals
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Michael Halloran April 29, 2019
The S&P 500 index made fresh all-time highs last week.
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April 22, 2019
1. Daily Fix, 2. US Interest Rate Forecasts, 3. Bank, Thrift & MHC Summary Valuation, 4. Recent Bank M&A Transactions, 5. Relevant Janney Capital Markets Professionals
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Michael Halloran April 22, 2019
While U.S. economic indicators remained healthy, global leading indicators had been deteriorating since early 2018.
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April 15, 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 April 15, 2019
Stocks are near all-time highs and we remain encouraged by the incoming data.
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Michael Halloran April 15, 2019
In this paper, equity strategist Mike Halloran (CFA) provides the rationale for cybersecurity investing and includes representative companies and ETFs.
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April 8, 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 April 7, 2019
Stocks rose again last week and continue to reflect a positive economic outlook with muted inflationary pressures.
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Mark Luschini, Gregory M. Drahuschak and Guy LeBas April 4, 2019
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April 1, 2019
Daily Fix; Bank, Thrift & MHC Summary Valuation: Recent Bank M&A Transactions; Relevant Janney Capital Markets Professionals
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Michael Halloran April 1, 2019
The S&P 500 Index has soared 13.1% since the beginning of the year – its largest first quarter gain since 1998.
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Mark Luschini, Gregory M. Drahuschak and Guy LeBas March 8, 2019
Investment Perspectives provides insight into the markets from three of Janney's elite strategists.
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March 4, 2019
From Janney's Higher Education & Not-for-Profit Financial Advisory Group: Merger and acquisition activity and strategic partnerships have been on the rise in the higher education sector.
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Guy LeBas March 1, 2019
The Fed’s mantra has turned from lock-step-hiking to infinite patience, and pricing in the short term markets has executed a rapid u-turn.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak February 8, 2019
Investment Perspectives provides insight into the markets from three of Janney's elite strategists.
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Guy LeBas January 31, 2019
At their first meeting of 2019, the FOMC elected to hold interest rates unchanged, as widely expected. In an effort to make all FOMC meetings—not just the four quarterly ones—appear “live,” Chair Powell has opted to hold a press conference following all meetings (given his recent walk-backs, this particular strategist wonders whether that’s such a brilliant plan).
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January 31, 2019
Windows of Opportunity, performance 2016 to present, Biotech fund flows since 2017, CBOE volatility, performance by company in our universe.
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Cliff K. Booth, JD Nelson and Jonathan Ketzner January 28, 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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Gregory M. Drahuschak January 15, 2019
Early in a new year, equity investors typically ponder what might be the optimum sector allocation for their equity portfolio. Often, they assume that what worked best in the previous year will continue to be the best. For the previous 11 years, this assumption was wrong.