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.

  • March Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak March 9, 2023

    Read about navigating today’s conflicting economic information, how foreign central bank policies may put downward pressure on the U.S. dollar, and how investors consider factors impacting stocks as economic risks linger.

  • February Investment Perspectives

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

    Our Investment Strategy Group explains why investors should remain vigilant in 2023, what the top economic issues are that will dominate market conversations, and takes a look at the factors likely to affect U.S. equities’ potential.

  • How Do Small-Cap Stocks Fit Into My Investment Mix?

    Michael Halloran and Andrew Leger February 3, 2023

    Where an investor falls on the large-cap vs. small-cap debate normally aligns with their risk appetite.

  • A Singular Obsession

    Guy LeBas February 1, 2023

    The Federal Reserve Open Market Committee raised its target for overnight interest rates by 0.25% to a range of 4.50–4.75%, the eighth consecutive meeting at which it raised rates for a total of 4.50% of tightening.

  • Debt Ceiling Debate: What It Means for Bonds

    Guy LeBas January 25, 2023

    The “debt ceiling” is a legal limit set by Congress on the amount of total debt the U.S. Treasury Department maintains.

  • Recession Physics—The More Than Equal and Opposite Reaction

    Gregory M. Drahuschak January 23, 2023

    An old cliché says that the market has discounted nine of the last two recessions.

  • The Impact of Gold from a Diversification Standpoint

    Michael Halloran and Andrew Leger January 19, 2023

    Gold has long been considered a valuable hedge against equity bear markets and its low correlation with equities provides valuable portfolio diversification that has been consistent over time.

  • January Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak January 12, 2023

    Our Investment Strategy Group offers commentary on reducing national debt, major fixed income themes from last year, and the economic factors weighing most heavily on investors in 2023.

  • Markets and Elections: Could Three Be Charming Again?

    Gregory M. Drahuschak January 10, 2023

    The 2020 presidential election is behind us as is the midterm election, but election influence could be a key element of the stock market again this year.

  • Long-Term Capital Market Assumptions

    Michael Halloran December 30, 2022

    This paper establishes our rationale for improved returns across most asset classes in 2023.

Meet our Insights strategists & authors

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/

;