Janney's analysts discuss the global pandemic's impact on the economy.

In this podcast, Market Strategist Gregory Drahuschak speaks with Guy LeBas, Chief Fixed Income Strategist, and Mark Luschini, Chief Investment Strategist, to discuss the latest developments in the fixed income and equity markets.

Topics covered include:

  • Expectations for inflation in the months ahead
  • Outlook for interest rates and Federal Reserve bond buying
  • Acceleration of economic activity and relation to pro-growth cyclical sectors
  • Update on equity market valuation and price-to-earnings ratios

Play podcast below:

About the authors

Mark Luschini

Chief Investment Strategist, President and Chief Investment Officer, Janney Capital Management

Read more from Mark Luschini

Guy LeBas

Director, Custom Fixed Income Solutions

Read more from Guy LeBas

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