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.

  • Easing but Still Healthy Labor Market Continues Supporting Economy

    Michael Halloran March 14, 2024

    We remain constructive on stocks where major market indexes continue to make new highs. Most economic sectors are participating in the bull market while international stocks are showing positive developments. We continue to favor cyclicals, led by technology-related industries.

  • Behavioral Finance and Investment Principles I

    Mark Luschini March 12, 2024

    Part 1: Introduction, Prospect Theory, Loss Aversion, Recency Bias

  • 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.

  • Business Surveys Consistent With Growth While Cyclical Stocks Favored

    Michael Halloran March 7, 2024

    Broad market indexes are all bullish across the market cap (size) spectrum, which is yet another risk-on signal as it indicates improving breadth.

  • Resilient Economy and Positive Stock Market Indicators

    Michael Halloran March 1, 2024

    The just revised fourth quarter GDP report and current estimates for the first quarter of 2024 suggest a still healthy economy, despite the restrictive Federal Reserve (Fed) interest rate policy.

  • 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.

  • Long-Term Capital Market Assumptions 2024

    Michael Halloran January 17, 2024

    This report establishes our long-term return assumptions across major asset classes and includes representative model portfolios.

  • 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.

  • Outlook 2024

    Mark Luschini and Guy LeBas December 15, 2023

    Outlook 2024 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.

  • Once A Grinch, Forever Changed

    Guy LeBas December 14, 2023

    Fed policymakers held overnight interest rates unchanged at 5.25% - 5.50%, the fourth consecutive hold after 18 months of hikes.

 

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