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.

  • April Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak April 8, 2024

    In this issue we discuss opportunities in the Eurozone, understanding the sensitivity to volatility, and the record-breaking stock market performance.

  • March Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak March 7, 2024

    In this latest Investment Perspectives, we discuss the economic evolution of Mexico, the Fed’s many misconceptions, and whether there are new highs ahead for the S&P 500.

  • February Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak February 7, 2024

    In this issue of Investment Perspectives, we look at the key drivers in the surge for copper demand, the 2024 trends in the fixed-income markets, and what will matter most for the stock market in the long term.

  • January Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak January 11, 2024

    In this month’s Investment Perspectives, the Investment Strategy Group discusses how the pursuit of a soft landing continues in the new year and anticipates volatile but trending bond markets. Plus, strong market performance in December points to potential positive results for 2024.

  • December Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak December 8, 2023

    In this issue we discuss making a case for metals, the role politics play in objective decision-making, and if seasonal bias will dominate December.

  • November Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak November 8, 2023

    In this issue of Investment Perspectives, we examine the odds of a recession within the next 12 months, look at the bond market sensitivity to supply, and discuss why the seasonal bias is skewed to the positive.

  • October Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak October 5, 2023

    In this issue of Investment Perspectives, we share why we believe the economic picture is still reasonably bright. We also look at how interest rates provide useful signals regarding economic conditions, and why various technical factors may provide the setting to increase equity exposure in October.

 

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