• What we can learn today from the inflationary '70s

    Many of today’s market participants did not have to endure the inflation of the 1970s through early 1980s. Revisiting that era is useful, as for first time in many months, the Federal Reserve Open Market Committee (FOMC) gave an indication of when it might consider changing credit policy.

  • Sometimes the season's the reason

    How often would you rely upon something that works only slightly more than half the time?

  • Investment Perspectives: Housing, new muni regime, and equities

    Janney's analysts discuss inflation and stock trends.

  • Podcast: Inflation, Interest Rates and Equity Market Valuations

    Janney's analysts discuss the global pandemic's impact on the economy.

  • Pumped up: Can oil prices and equities go higher?

    If past is prologue, stock market performance was poised to react to recent changes in the price of oil.

  • Inflation doesn't matter, until it does

    For decades, the equity and debt markets struggled with widely varying rates of inflation that at times put the entire economy in jeopardy. Once again, the potential for rising inflation and interest rates is on investor’s minds.

  • Investment Perspectives: Peak growth, inflation risks, and May's positive outlook

    Janney's analysts discuss inflation and stock trends.

  • Podcast: Measuring Inflation Risk and Market and Economic Update

    Janney's analysts discuss the global pandemic's impact on the economy.

  • May mythology

    In seven trading sessions following the date of this report, investors will be bombarded with articles talking about selling in May as we enter what for years has been touted as the stock market’s weakest six months of the year.

  • Look beyond the obvious

    It would be reasonable to think economic growth would parallel stock market movement closely, but data show this is not necessarily true. The correlation between stock returns and economic growth not infrequently is negative.

  • Investment Perspectives: A constructive outlook, Modern Monetary Theory, and April's bias

    Janney's analysts discuss inflation and stock trends.

  • Podcast: Fixed income and equity markets update

    Janney's analysts discuss the global pandemic's impact on the economy.

  • What a difference a year makes

    It often is easy to forget anniversaries, but for equity investors, the COVID-19 market bottom forever will be memorable. It comes alongside days like October 1987 and Christmas Eve 2018.

  • The search for value

    Finding the real value in stocks always has been difficult and subject to interpretation. Unwilling to do the due diligence necessary, many investors too often seek the simplest methods to uncover value.

  • Does it get better than this?

    Monthly releases of measures of economic activity in their regions from many Federal Reserve offices always get attention, but few can match the most recent report from Philadelphia Fed office that reached a level not seen in 50 years.

  • Remembering "the day"

    Front pages of the New York Times and the New York Post on March 17, 2020, reflected the dour view of economic conditions COVID-19 had created. The day before, an 11.98% drop in the S&P 500 echoed the sentiment of millions of investors who feared what could be a dire health and economic period.

  • Investment Perspectives: Stock prices and bond yields, fixed income, and stocks

    Janney's analysts discuss inflation and stock trends.

  • Podcast: Interest Rates, Market Plumbing and Equity Market Outlook

    Janney's analysts discuss the global pandemic's impact on the economy.

  • A shopping spree

    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.

  • Embrace the inevitable

    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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