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Michael Halloran October 25, 2021
Stocks rose again last week and we see several key factors supporting stocks and other risk assets.
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Gregory M. Drahuschak October 25, 2021
The first full week of third-quarter earnings reports showed results for the quarter running at a better pace than previously expected. As last week ended, the growth rate for third-quarter S&P 500 earnings was 32.7% versus the 27.5% expected at the end of the quarter, with revenues growing 15.3%
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Gregory M. Drahuschak October 20, 2021
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Michael Halloran October 19, 2021
Stocks reacted positively to a successful start to earnings season.
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Michael Halloran October 15, 2021
The major investment themes for the next decade and their economic impact by sector.
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Gregory M. Drahuschak October 12, 2021
From now through the middle of November, the equity market might be overwhelmed by the onslaught of corporate earnings reports.
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Michael Halloran October 12, 2021
Stocks rose last week after Senate lawmakers struck a deal for a short-term extension to the debt limit on Thursday.
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Gregory M. Drahuschak, Guy LeBas and Mark Luschini October 7, 2021
Listen to the latest developments in the fixed income and equity markets from our Investment Strategy Group.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak October 5, 2021
Monthly commentary on timely investment and economic issues by Janney analysts Mark Luschini, Guy LeBas, and Gregory Drahuschak.
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Mark Luschini October 5, 2021
Exploring Overconfidence, Anchoring, and Herding
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Michael Halloran October 5, 2021
Stocks sold off last week with concerns centered on Washington politics and the standoff over raising the debt ceiling.
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Michael Halloran September 27, 2021
Stocks finished higher after a volatile week, as investors weighed the risks around the Chinese property market, U.S. government funding, and monetary policy.
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Guy LeBas September 23, 2021
Federal Reserve Chair Jay Powell wrote the script for the September FOMC meeting at last month’s Jackson Hole Conference, a matter we discussed in the note Pace over Timing.
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Mark Luschini September 22, 2021
While the U.S. is not immune to disruptions in other parts of the world, we do not view the situation in China as a contagion risk that will derail the bull market.
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Michael Halloran September 20, 2021
Stocks are experiencing volatility, with the latest concerns centered on China’s real estate market.
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Gregory M. Drahuschak September 20, 2021
Every so often, or as some people suggest, too often, the equity market faces the prospect that the U.S. will lose the ability to pay its bills as a result of the U.S. not being able to borrow.
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Michael Halloran September 14, 2021
Stocks consolidated recent gains last week, catalyzed by several concerns.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak September 13, 2021
Monthly commentary on timely investment and economic issues by Janney analysts Mark Luschini, Guy LeBas, and Gregory Drahuschak.
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Gregory M. Drahuschak September 9, 2021
Twenty years since the 9/11 attacks, the events of that day still are fresh in the memories of anyone who lived through them.
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Michael Halloran September 8, 2021
Stocks made new highs again last week and we remain optimistic about the outlook for the economy and financial markets.