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.

  • Lower Inflation and Interest Rates Support Stocks

    Michael Halloran October 7, 2024

    Inflation continues to move lower toward the Federal Reserve’s 2.0% target while consumer sentiment is improving, which bodes well for future spending growth.

  • Healthy Economic Readings Now Supported by Fed Interest Rate Cuts

    Michael Halloran September 19, 2024

    The Fed began lowering short-term interest rates with a significant 0.50% cut, signaling its support for the labor market and economy with inflation now approaching its 2.0% target.

  • Labor Market and Inflation Consistent With Interest Rate Cuts

    Michael Halloran September 13, 2024

    We continue to see signs of softness in the labor market and slowly falling inflation. This is consistent with the Federal Reserve (Fed) cutting interest rates at next week’s meeting.

  • The Impact of Gold From a Diversification Standpoint

    Andrew Leger September 13, 2024

    Gold’s value as a diversification asset has been well-documented and has been consistent historically, especially in bear markets.

  • September Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak September 10, 2024

    A look at labor conditions and what they signal for the path ahead, how low interest rates will go, and if September’s FOMC meeting will bring more volatility.

  • Business Surveys Signal Sustained Economic Expansion

    Michael Halloran August 30, 2024

    The preliminary August business surveys remain consistent with further economic growth for both the U.S. and internationally. These surveys are also consistent with lower inflation.

  • Evidence of Economic Resilience but Slower Growth Ahead

    Michael Halloran August 22, 2024

    Current economic readings remain consistent with further economic growth and lower inflation. However, leading economic indicators continue to signal slower growth ahead.

  • August Investment Perspectives

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

    In this issue of Investment Perspectives, we discuss the impact of the election on the market, floating rate bond performance during times of rate cuts, and using P/E to determine a stock's valuation.

  • Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts

    Michael Halloran July 11, 2024

    In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.

  • Outlook 2024: Mid-Year Update

    Mark Luschini and Guy LeBas June 17, 2024

    To better position portfolios for the remainder of 2024, please take a few minutes to read the ISG Mid-Year Update to learn more about their expectations for the economy, and possible scenarios for the equity and fixed-income markets.

 

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