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.

  • And They're Off

    Gregory M. Drahuschak August 27, 2024

    Investors frequently assume that election results determine the stock market’s direction when often it is the reverse.

  • 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.

  • Economic Readings Consistent With Further Growth and Lower Inflation

    Michael Halloran August 16, 2024

    The stock market’s strong rebound from the recent low is an encouraging signal. Given the still positive economic and profit backdrop, this suggests the current correction is a normal pullback within an ongoing bull market.

  • Thoughts on Current Market Pullback

    Michael Halloran August 8, 2024

    While the recent stock market drawdown has been sharp, it has not reached the magnitude of the market decline in a typical year, and the market is still 9% higher than at the start of the year.

  • 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.

  • Foaming The Runway

    Guy LeBas July 31, 2024

    The Federal Reserve Open Market Committee left their target for interest rates unchanged at a range of 5.25 – 5.50%, the 12th month of unchanged overnight rates.

  • 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.

  • July Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak July 9, 2024

    In this issue of Investment Perspectives, Janney’s Investment Strategy Group examines the appetite for gold, the recent concerns around liquidity, and what to expect for stocks as the summer winds down.

  • 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.

  • Creeping Closer in This Petty Pace

    Guy LeBas June 12, 2024

    FOMC Meeting Notes. The Federal Reserve Open Market Committee left its target for interest rates unchanged at a range of 5.25 – 5.50%, the eleventh month of unchanged overnight rates.

 

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