-
Investment themes for the next decade
The major investment themes for the next decade and their economic impact by sector.
-
Earnings season kicks off as market seeks direction
From now through the middle of November, the equity market might be overwhelmed by the onslaught of corporate earnings reports.
-
Focus turns to healthy fundamentals after debt deal
Stocks rose last week after Senate lawmakers struck a deal for a short-term extension to the debt limit on Thursday.
-
Podcast: Update on Federal Reserve Policy, Inflation, and Economic Conditions
Listen to the latest developments in the fixed income and equity markets from our Investment Strategy Group.
-
Investment Perspectives: Bull market, quantitative easing, stocks refresh
Monthly commentary on timely investment and economic issues by Janney analysts Mark Luschini, Guy LeBas, and Gregory Drahuschak.
-
How our behavioral biases impact investment decision-making (Part III)
Exploring Overconfidence, Anchoring, and Herding
-
Fundamentals remain healthy despite recent volatility
Stocks sold off last week with concerns centered on Washington politics and the standoff over raising the debt ceiling.
-
Economic growth supports stocks despite potential risks
Stocks finished higher after a volatile week, as investors weighed the risks around the Chinese property market, U.S. government funding, and monetary policy.
-
Begging for the taper
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.
-
Is Evergrande a potential contagion risk?
While the U.S. is not immune to disruptions in other parts of the world, we do not view the situation in China as a contagion risk that will derail the bull market.
For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.
To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/