Market Commentary

Stay up-to-date on market news with regular insights from our Janney investment analysts and strategists to help you understand today’s markets and their investment implications.

  • Caught in the Eddies

    Guy LeBas May 7, 2025

    For the moment, however, policymakers remain stuck in the eddies, unable to paddle upstream against inflation or downstream in support of growth risks.

  • May Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak May 5, 2025

    Factors that matter when defining a recession, bond market volatility, and earnings reports vs. the first 100 days.

  • Stocks Make an Impressive Reversal into Month’s End

    Michael Halloran May 1, 2025

    Tariffs are a policy decision that can be modified. Comments and actions suggest that the Trump administration is working toward options on tariffs that help the market and economy find a positive path forward from the current uncertainty.

  • Tariff Uncertainty Remains a Fluid Situation but De-Escalation Options Exist

    Michael Halloran April 24, 2025

    While stocks remain volatile, they rallied on Tuesday into Wednesday after Treasury Secretary Bessent’s comments that he expects the trade war with China to de-escalate, which was followed by Trump stating that Chinese tariffs could change.

  • Stocks Continue to Reflect Tariff Uncertainty

    Michael Halloran April 17, 2025

    While business and consumer confidence surveys continue to reflect tariff uncertainty, the “hard data” remains consistent with economic growth.

  • April Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak April 9, 2025

    A look at potential opportunities in European stocks, surprising moves from foreign central banks, and the impact of April’s earnings expectations on stock prices.

  • Stocks Struggle to Digest Aggressive Tariff Announcement

    Michael Halloran April 4, 2025

    President Trump announced a universal baseline tariff of 10% on all imports into the U.S., employing the same emergency powers he used to impose tariffs on Canada and Mexico—International Emergency Economic Powers Act (IEEPA).

  • Reaction to “Liberation Day”

    Mark Luschini April 3, 2025

    The latest tariff announcement by the Trump Administration, declared “Liberation Day,” has set off another period of volatility in the markets.

  • March Business Surveys and Jobless Claims Consistent with Further Economic Growth

    Michael Halloran March 27, 2025

    While consumer confidence is being negatively impacted by uncertainty around tariffs and government spending cuts, we note that further labor market strength remains the key for future consumer spending.

  • Alternative Investments

    Michael Halloran and Ryan Shugrue March 13, 2025

    Investors have improved access to alternative investments today, and studies show that they can enhance portfolio performance. This piece reviews the growing asset class and provides guidance for portfolio construction.

 

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