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.

  • Investment Implications of a Potential Government Shutdown

    Michael Halloran September 26, 2023

    We have the following thoughts on the potential government shutdown.

  • A Holding Pattern

    Guy LeBas September 20, 2023

    The Federal Reserve Open Market Committee left its target for overnight interest rates unchanged at a range of 5.25 – 5.50%, continuing its every-other-meeting approach.

  • Economic and Stock Market Indicators Remain Consistent with Growth

    Michael Halloran September 14, 2023

    Despite inflation stubbornly above the Federal Reserve’s target, we still see future progress on inflation while the market is still calling for no interest rate hike at the September FOMC meeting. The labor market indicators remain healthy, coupled with slowly receding inflation, suggest that a soft landing for the economy can still be achieved.

  • September Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak September 11, 2023

    In this issue we take a look at BRICS+ and potential investment opportunities, determine if bond market supply matters, and discuss why September is a more worrisome month for stocks than October.

  • Recent Indicators Suggest a Higher Probability of Achieving Soft Landing

    Michael Halloran September 7, 2023

    Business surveys and jobless claims remain consistent with a growing economy. Coupled with a softer labor market, this suggests an increased probability that the Federal Reserve (Fed) can achieve its objective of a soft landing for the economy.

  • Stocks Are Applauding Signs of Cooling in the Overheated Labor Market

    Michael Halloran August 31, 2023

    Stocks are reacting favorably to signs of cooling in the overheated labor market, and we remain encouraged by outperformance of cyclical sectors that benefit from economic growth.

  • Stocks Remain in Consolidation Phase With Key Support Levels Holding

    Michael Halloran August 24, 2023

    Current economic indicators, including state indexes, jobless claims, and the Conference Board’s Coincident Economic Index, remain consistent with further growth.

  • Stocks Remain Supported by a Healthy Labor Market and Lower Inflation

    Michael Halloran August 11, 2023

    Stocks remain in an uptrend, supported by positive economic growth and receding inflation which is leading to improved business and consumer confidence.

  • August Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak August 9, 2023

    In the latest Investment Perspectives we discuss why GDP matters for investors, explore ways to structure a core holding of long-term bonds, and determine if the market can cast aside seasonal weakness and build on the July rally.

  • One Last Time for the Cheap Seats?

    Guy LeBas July 26, 2023

    You’d be forgiven for experiencing de ja vu with regard to our FOMC note titles: this is the second time we’ve argued this is *probably* the last rate hike of the cycle. But this time it’s for real.

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