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Guy LeBas September 27, 2022
Interest rates across countries have been moving up with unusual speed over the past four to six weeks, leading to sharp declines in the market values of a range of bonds. While 2022 has been one of the worst years for fixed income performance in memory, the activity of the past month stands out as uniquely stark.
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Guy LeBas September 22, 2022
The Federal Reserve Open Market Committee raised their target for overnight interest rates 0.75%, the third increase of that magnitude, and easily the fastest pace of hikes in any three month period in four decades.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak September 13, 2022
Near-term uncertainty, quantitative tightening measures, and preparing for September stock activity.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak August 5, 2022
Recession definition, monitoring moves by looking at bond market volatility, and is the tide turning for equities?
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Guy LeBas July 28, 2022
Excuse the break in the sci-fi themed FOMC notes this July in favor of another favorite. And remember, the great game is terrifying.
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Guy LeBas July 19, 2022
This report explains how the “cost of waiting” in cash, as opposed to investing in bonds, has grown and the forward return profile of fixed income instruments is more balanced.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak July 12, 2022
Recession possibilities, the credit cycle and its phases, and expectations for equities.
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Guy LeBas and Mark Luschini June 29, 2022
Among the many concerns expressed in our initial Outlook 2022 publication, inflation has overwritten most of them. So too has the Federal Reserve’s response to it. While we did not think the risk associated with prices running at the highest in four decades would overwhelm consumer behavior so much as to thwart the economic expansion, it has clearly stunted activity.
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Guy LeBas June 15, 2022
The first rate hike of this cycle in March feels awfully far away. After starting moderately, the FOMC today elected to execute the largest rate hike in more than a quarter century on the backs of rising consumer inflation expectations.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak June 7, 2022
Finding direction with manufacturing and services data, fixed income & economic growth, and issues facing stocks this summer.
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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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Guy LeBas May 4, 2022
A long time ago in an economic galaxy far, far away: The Federal Reserve raised their target for overnight interest rates by 50 basis points in one clip—the first time they’ve done so in decades.
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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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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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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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Mark Luschini and Guy LeBas January 13, 2022
Watch as our Janney strategists discuss what to expect from the economy, equities, and fixed income in the year ahead.
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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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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.
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Guy LeBas November 23, 2021
The “supply chain” is shorthand for the process of numerous inputs that go into delivering what consumers and businesses want or need to purchase. If that definition sounds vague, that would be because it is.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak November 9, 2021
Monthly commentary on timely investment and economic issues by Janney analysts Mark Luschini, Guy LeBas, and Gregory Drahuschak.