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Michael Halloran
February 8, 2024
Initial January economic reports, including impressive job growth and improving consumer and business sentiment readings, are all consistent with healthy economic growth.
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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.
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Michael Halloran
February 1, 2024
Consumer confidence and resilient spending are being supported by a still strong labor market and inflation that continues to fall.
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Michael Halloran
January 17, 2024
This report establishes our long-term return assumptions across major asset classes and includes representative model portfolios.
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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.
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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.
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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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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.
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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.
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Michael Halloran
October 17, 2023
Productivity is critical for economic growth, corporate performance, and higher living standards. We see several key factors that could sustainably boost U.S. productivity in the coming years. We discuss these factors, their impact on major sectors of the economy, and the resulting investment implications in this piece.