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Guy LeBas December 16, 2020
This is not the first FOMC note in which we have emphasized the unexciting nature of Fed policy in a post-pandemic economic recovery.
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Guy LeBas November 5, 2020
November’s FOMC meeting was going to be a non-issue from the moment it was scheduled.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak September 17, 2020
Janney's analysts discuss the global pandemic's impact on the economy.
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Guy LeBas September 16, 2020
September’s FOMC meeting was clearly a dull affair. You can almost imagine the two dozen Fed officials sitting on a Zoom call, just asking one another, “So…what do you want to do?”
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Guy LeBas July 29, 2020
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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Guy LeBas April 29, 2020
In March, the Federal Reserve Open Market Committee cut overnight interest rates back to the zero lower bound, embarked on a massive QE program, and re-launched (and subsequently doubled down on) financial crisis-era lending programs.
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April 15, 2020
Stay-at-home orders issued to slow the spread of the COVID-19 (coronavirus) pandemic have had overwhelming effects on the job market, with 6.6 million Americans filing initial unemployment claims in the final week of March.*
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Michael Halloran March 27, 2020
In response to the coronavirus economic shock, Congress just passed and we expect President Trump to sign into law, a massive, unprecedented economic stimulus package designed to bridge the economy through this extraordinary period.
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Michael Halloran March 25, 2020
In response to the coronavirus economic shock, the Senate and White House have agreed to a massive, unprecedented economic stimulus package designed to bridge the economy through this extraordinary period. This plan will be helpful to shallow the economic damage that has already been incurred, and will likely continue to be inflicted, until the outbreak subsides. While some details could change before final approval, major provisions included in the $2 trillion package are discussed below.
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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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Guy LeBas March 3, 2020
The Federal Open Market Committee (FOMC) announced an emergency inter-meeting interest rate cut, the first such action since the early phases of the global financial crisis.
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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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Guy LeBas January 30, 2020
The Federal Reserve Open Market Committee (FOMC) once again held their target for overnight interest rates unchanged in the month of January, the second-consecutive pause decision following a round of three insurance rate cuts in 2019.
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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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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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Michael Halloran December 16, 2019
Last week saw several important developments that reinforce our positive outlook for the economy and markets.
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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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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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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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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.