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Gregory M. Drahuschak February 18, 2021
What would you do with an extra $600 million? In many cases, it may be inappropriate to call recently received stimulus checks extra, but it is clear they prompted recipients to spend.
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Michael Halloran February 16, 2021
Stocks made record highs again last week and continue to benefit from better-than-expected corporate profits, lower COVID infection rates, an accelerating vaccine rollout, and the promise of additional fiscal stimulus from the Biden administration.
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Gregory M. Drahuschak February 16, 2021
The concept of creative destruction—out with the old and in with the new and innovative—sounds appealing, but no matter how promising change might appear to be, the process can be threatening. Change becomes even more problematic when the pace accelerates.
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Michael Halloran February 8, 2021
Improving business surveys, good news on lower infection rates, potential additional vaccine manufacturers, and better-than-expected corporate profitability support our positive outlook for 2021.
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Gregory M. Drahuschak February 8, 2021
By the close Friday, February 5, 2021, slightly more than half of the S&P 500 had reported calendar fourth-quarter earnings.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak February 8, 2021
Janney's analysts discuss inflation and stock trends.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak February 4, 2021
Janney's analysts discuss the global pandemic's impact on the economy.
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Gregory M. Drahuschak February 3, 2021
Although it easily is overlooked, the value of a nation’s currency can exert wide-ranging economic influence.
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Michael Halloran February 1, 2021
Market volatility increased last week with stocks having their worst week since October and finishing down for the month of January.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak January 28, 2021
Janney's analysts discuss the global pandemic's impact on the economy.
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Gregory M. Drahuschak January 28, 2021
On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act provided $2.2 trillion to consumers as a spending bridge to get through virus-induced shutdowns that ravaged businesses and employment.
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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.