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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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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, 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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Mark Luschini, Guy LeBas and Gregory M. Drahuschak September 1, 2021
In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets.
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Guy LeBas August 30, 2021
The Kansas City Fed’s Jackson Hole Symposium is an annual event in which policymakers and academics debate monetary policy frameworks.
Traditionally, the Fed Chair provides a detailed policy outlook at the conference, though the importance of that outlook is more myth than reality.
Fed Chair Jay Powell’s 2021 Jackson Hole speech had few surprises and largely reiterated his other public statements from recent weeks.
Provided job growth continues, Powell clearly anticipated the FOMC will reduce or “taper” bond purchases in the next two FOMC meetings.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak August 13, 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, Guy LeBas and Gregory M. Drahuschak August 5, 2021
Janney's analysts discuss the latest developments in the fixed income and equity markets.
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Guy LeBas July 29, 2021
The June FOMC meeting was one that launched a billion flatteners. The combination of Fed policymakers leaving inflation forecasts unchanged, but predicting more rate hikes in 2023 ran smack into 12 months of verbal assurances that rate hikes would be less sensitive to inflation in the coming cycle.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak July 14, 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, Guy LeBas and Gregory M. Drahuschak July 13, 2021
Janney's analysts discuss the latest developments in the fixed income and equity markets.
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Mark Luschini and Guy LeBas June 18, 2021
One can hardly prognosticate about matters of the economy and financial markets without acknowledging the role the vaccination campaign is having on consumer and business activity. Certainly, the news on that front is encouraging, and evidence of conditions returning to normal abound.
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Guy LeBas June 16, 2021
The cool phrase for this season is the “Hot Vax Summer” (credit to John Oliver). One side effect, as we have seen from the last two months of CPI prints, is that summer 2021 is also turning into the “Hot Inflation Summer.”
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak June 10, 2021
Janney's analysts discuss inflation and stock trends.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak June 3, 2021
Janney's analysts discuss the global pandemic's impact on the economy.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak May 7, 2021
Janney's analysts discuss inflation and stock trends.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak May 6, 2021
Janney's analysts discuss the global pandemic's impact on the economy.
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Guy LeBas April 28, 2021
It is unclear whether Federal Reserve officials are meeting in person or via Zoom. After all, it seems likely that most if not all FOMC members are fully vaccinated, but perhaps they’re trying to set a conservative example.
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Guy LeBas April 20, 2021
Exactly 12 months ago, in the depths of the worst public health crisis in at least a generation and in the tail end of the worst financial crisis in a decade, we published a note titled Coronavirus and the Municipal Bond Market.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak April 12, 2021
Janney's analysts discuss inflation and stock trends.