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Michael Halloran December 13, 2019
The House Judiciary Committee approved two articles of impeachment against President Trump.
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Michael Halloran December 12, 2019
The Trump Administration and House Democrats reached an agreement on a revised U.S.-Mexico-Canada trade agreement (USMCA or NAFTA 2.0), setting the course for likely ratification.
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Guy LeBas December 11, 2019
The Federal Reserve Open Market Committee followed up three consecutive rate cuts at their July, September, and October meetings with a pause in December.
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Gregory M. Drahuschak December 10, 2019
Selecting which sectors will be the best performers in the S&P 500 is an ongoing exercise, but never more so than near the start of a new year.
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Michael Halloran December 9, 2019
Despite concerns that trade talks could fall apart, our base case is that the trade truce will hold and the global economy will show improvement as we move into 2020.
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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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Jody Lurie December 3, 2019
We are once again in a lower-for-longer environment. The yield hunt sustains, driving up the price and down the yield of even lower-rated bonds.
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Michael Halloran December 2, 2019
Stocks reached new highs again last week and continue to benefit from easy monetary conditions provided by central banks that have significant leeway due to low inflation.
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Michael Halloran November 25, 2019
Stocks continue to trade near all-time highs and are supported by several factors.
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Gregory M. Drahuschak November 21, 2019
Although it is nearly a year away, investors are already considering the potential equity market impact of the 2020 United States presidential election.
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Gregory M. Drahuschak November 21, 2019
The fear that new stock market heights might lead to a sharp downturn can prompt costly decisions.
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Michael Halloran November 18, 2019
The major stock market indexes reached new highs last week with globally exposed cyclical sectors continuing to outperform domestically oriented defensive sectors. We are encouraged by this signal that suggests stocks are anticipating improving global economic conditions.
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Michael Halloran November 12, 2019
Stocks are making new all-time highs due to earnings coming in better-than-expected, lower economic policy uncertainty on reduced trade tensions, strong labor market data, and improving global manufacturing indicators.
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Alan Schankel November 6, 2019
The initial read on US GDP growth for the recently ended 3rd quarter was a 1.9% growth pace, only the third quarter with sub-2% growth rate since the end of 2015.
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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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Michael Halloran November 5, 2019
Stocks reached all-time highs last week, driven higher by better-than-expected earnings news and positive economic data.
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Jody Lurie November 4, 2019
While the majority of fixed income asset classes offer lower average yields this year than last year, the US triple C corporates space remains an outlier.
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Michael Halloran October 31, 2019
The S&P 500 stock index is at an all-time high and is being supported by reduced geopolitical tensions and good earnings news.
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Michael Halloran October 21, 2019
Stocks are close to all-time highs and are being supported by positive earnings news and reduced geopolitical risks.
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Jody Lurie October 18, 2019
Just over a year ago, the bond market began to sell off on various fears that caused heightened perceived credit risk.