• What Impact Will the Upcoming Sector Rebalancing Have?

    As a result of their annual review of the Global Industry Classification Standard (GICS) structure, S&P Dow Jones and MSCI (providers of financial market indices) will be making several changes intended to better represent global equity markets for investors.

  • Banking Turmoil Underscores Impact of Rate Hikes

    It’s not every day that a top 20 bank in the United States faces a takeover by the Federal Deposit Insurance Corporation (FDIC). In fact, prior to March 2023, it had been 868 days without a bank failure—the longest stretch since the founding of the FDIC.

  • Thoughts on Recent Volatility and Economic Releases

    Stocks have been under pressure lately, first driven by hawkish commentary of further interest rate hikes by Federal Reserve (Fed) Chairman Powell during testimony to Congress and recently by concerns of bond portfolio losses within the banking system.

  • March Investment Perspectives

    Read about navigating today’s conflicting economic information, how foreign central bank policies may put downward pressure on the U.S. dollar, and how investors consider factors impacting stocks as economic risks linger.

  • Global Manufacturing Improves but Signs of Sticky Inflation

    The global manufacturing surveys we just received for February show encouraging signs of stabilization, driven by China’s reopening. Consumer confidence and weekly jobless claims are also consistent with further economic growth.

  • The Other-Hand Market

    Faced with often indecisive economic views, President Harry S. Truman yearned for what he called a one-handed economist who could offer an opinion without then beginning a countering view with the phrase “on the other hand.”

  • Threat of More Interest Rate Hikes Poses Headwind for Stocks

    After rebounding sharply to start the year, stocks are experiencing some volatility as better-than-expected economic readings, but evidence of sticky inflation, raise concerns that the Federal Reserve will raise interest rates higher for longer.

  • Improving Confidence Suggests Lower Odds of Near-Term Recession

    Stocks fell last week as markets continue to weigh a strong January jobs report against signs that disinflation is well under way.

  • February Investment Perspectives

    Our Investment Strategy Group explains why investors should remain vigilant in 2023, what the top economic issues are that will dominate market conversations, and takes a look at the factors likely to affect U.S. equities’ potential.

  • Labor Market Strength Lowers Probability of Recession

    Friday’s impressive labor market report is a good news/bad news story.

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