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Mark Luschini, Guy LeBas and Gregory M. Drahuschak May 9, 2022
Some things that could go right, a look at TIPS, and stocks and the midterms.
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Gregory M. Drahuschak May 6, 2022
It feels like it was only yesterday that the equity market was fixated on an election but with midterm primary elections in sight followed by general elections in November, election issues again will command attention as the market tries to assess how the political winds might affect the economy. Stock market weakness in April increased attention on what the impact of the midterm elections might be.
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Gregory M. Drahuschak May 6, 2022
Not surprisingly, the Federal Reserve Open Market Committee (FOMC) meeting and the chairman’s press conference drew plenty of market attention, but not what initially appeared might be likely.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak April 6, 2022
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 March 23, 2022
Following the shortest recession on record, exactly two years ago the S&P 500 reached recession-induced intraday and closing lows. The aftermath, however, provided investors a valuable reminder.
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Gregory M. Drahuschak March 17, 2022
Year-to-date by mid-March this year, the S&P 500 was down 11.2%, which was its fifth-worst start to a year. The common belief that when a year starts poorly the full-year result is poor prompted investor concerns. As typically is true in any assessment of how the stock market will react, reaching simplistic conclusions can be dangerous.
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Gregory M. Drahuschak March 15, 2022
For weeks, the stock market has been concerned about the potential for the Federal Reserve to raise interest rates for the first time since December 2015. History shows that rate hikes, on their own, are not the consistent drag investors often perceive them to be.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak March 8, 2022
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 March 8, 2022
Nothing can diminish the severity of the current turmoil in Ukraine on the nation’s citizens and to a wider extent, anyone that craves peace. Nonetheless, as several recent Investment Strategy Group reports showed, events like this typically have relatively modest and short-lived market impact. Not every geopolitical event matches the norms, but history suggests that the Ukraine situation is not likely to impair the market for long.
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Gregory M. Drahuschak February 24, 2022
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Gregory M. Drahuschak February 23, 2022
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak February 7, 2022
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, Guy LeBas and Mark Luschini February 3, 2022
Listen to the latest developments in the fixed income and equity markets from our Investment Strategy Group.
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Gregory M. Drahuschak January 24, 2022
It’s too soon to print the epitaph.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak January 12, 2022
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 January 12, 2022
Midterm elections often have transformed the composition of Congress and altered many policies, while having considerable consequences at state and local levels.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak January 7, 2022
Listen to the latest developments in the fixed income and equity markets from our Investment Strategy Group.
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Gregory M. Drahuschak December 22, 2021
Near the end of the year, investors look forward to what is called the “Santa Claus rally,” when the equity market often rallies through the last five trading days of the year and the first two trading days after New Year’s.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak December 8, 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 December 7, 2021
Monthly commentary on timely investment and economic issues by Janney analysts Mark Luschini, Guy LeBas, and Gregory Drahuschak.