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Mark Luschini, Guy LeBas and Gregory M. Drahuschak March 24, 2020
Janney's analysts discuss the market and the consequences of coronavirus.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak March 19, 2020
Janney's analysts discuss the global pandemic's impact on the economy.
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Mark Luschini March 18, 2020
A noted psychologist and professor at Princeton University, Daniel Kahneman, talked of having a “well-calibrated sense of your future regret.”
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Mark Luschini March 9, 2020
Oil markets are once again facing a price collapse—not unlike the swan dive seen when OPEC’s market-share war took prices from more than $110/barrel in mid-2014 to $26/barrel by early 2016.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak March 6, 2020
Coronavirus concerns and election uncertainty caused waves in the economy and financial markets.
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Mark Luschini February 25, 2020
In our outlook for 2020, we postulated a pro-growth, pro-cyclical stance was warranted, given the underlying strength of the U.S. economy and the burgeoning signs of a rebound in growth abroad that would provide a favorable setting for risk assets.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak February 6, 2020
Financial markets take their cue from dovish guidance, strong muni performance, and the election's impact on the market are included in this month's Investment Perspectives.
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Mark Luschini February 3, 2020
The Wall Street adage, "stocks take the escalator up and an elevator down," pertains to the market tendency to rally along a shallower glide path than it does when some unwelcome news hits the tape and it typically turns into a swift selloff.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak January 8, 2020
Major issues persist with our optimistic outlook, a look back to fixed income in 2019, and a repeat of the market's 2019 result does not appear probable.
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Mark Luschini, Guy LeBas and Jody Lurie December 18, 2019
We envision another year of positive economic growth and favorable markets, but correcting for evolving uncertainties surrounding the election and geopolitics keeps us agile.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak December 9, 2019
Global conditions are improving, inflation remains low, and December is poised to be a good month.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak November 6, 2019
Investment Perspectives provides insight into the markets from three of Janney's elite strategists.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak October 8, 2019
Investment Perspectives provides insight into the markets from three of Janney's elite strategists.
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Mark Luschini October 4, 2019
Investors may be wondering if they should be reaching for the little red box with the inscription “In Case of Emergency Break Glass.” In other words, de-risk and put the fire out. We think not.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak September 24, 2019
Investment Perspectives provides insight into the markets from three of Janney's elite strategists.
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Mark Luschini September 23, 2019
Recent political news from Italy reopens the threat that the third-largest economy in Europe, and the eighth largest in the world, could exacerbate Europe’s already weak conditions.
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Guy LeBas, Mark Luschini and Gregory M. Drahuschak July 10, 2019
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Mark Luschini and Guy LeBas July 8, 2019
The Mid-Year Update presents a follow-up to our annual view published last December and affords a chance to make adjustments, if necessary, for what we expect to come during the remainder of the year.
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Mark Luschini June 25, 2019
I last authored a report under this banner the morning of December 26, 2018. At that time, stocks had plummeted to an S&P level of 2,351 and some pundits thought the market had much further to go. We wrote, “It is time to buy.”
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Mark Luschini June 21, 2019
We believe market participants have taken an overly pessimistic view of the macroeconomic conditions that exist today, and seem likely to unfold over the balance of 2019.