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Gregory M. Drahuschak January 9, 2020
The vast array of information available today should allow consumers and investors consistently to make rational decisions, but as the rapidly developing field of behavioral economics recognizes, emotions influence nearly every economic choice we make.
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Michael Halloran January 6, 2020
While we are watching Middle East developments closely, we remain optimistic on our outlook for the economy and stocks.
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Jody Lurie January 3, 2020
Fixed income markets are reacting to the recent developments in the Middle East. It is Day 2 for trading in the New Year and already we have seen a shift into flight-to-safety mode that warrants monitoring.
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Michael Halloran October 3, 2019
Over the long run, a handful of universal investment principles underpin an investor’s success. These principles guide Janney’s investment and wealth-management decision-making processes.
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Michael Halloran September 23, 2019
While it is early to get a firm assessment on the impact of rising oil prices and Middle East tensions, we would stress the following points concerning the attacks.
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Jerome F. Lombard, Jr September 23, 2019
Corrections are normal. What’s not been normal over the last 10 years is how few corrections of 10% or better we’ve had.
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Michael Halloran August 21, 2019
Stock market volatility continued last week, with the latest worries centered on falling bond yields and further yield curve inversion—the 30-year Treasury yield dropped below 2%, while 10-year Treasury yields briefly fell below 2-year yields.
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Guy LeBas August 5, 2019
As we noted in our May commentary, Jay Powell and friends seemed to be looking for any excuse to cut rates.
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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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July 8, 2019
We begin 2019 with a benchmark allocation to risk assets. Despite expecting slower economic growth in 2019, the fourth quarter 2018 financial market pessimism seems excessive – we do not see a recession in the foreseeable future.
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Michael Halloran June 25, 2019
Last night President Trump opened up a second front on trade by promising a 5% tariff on all Mexican goods by June 10 (rising to 25% by October) if Mexico doesn’t stop the flow of Central American immigrants to the U.S. President Trump invoked the International Emergency Economic Powers Act (IEEPA), which gives the president broad leeway if he certifies a national emergency.