• A Holding Pattern

    The Federal Reserve Open Market Committee left its target for overnight interest rates unchanged at a range of 5.25 – 5.50%, continuing its every-other-meeting approach.

  • September Investment Perspectives

    In this issue we take a look at BRICS+ and potential investment opportunities, determine if bond market supply matters, and discuss why September is a more worrisome month for stocks than October.

  • August Investment Perspectives

    In the latest Investment Perspectives we discuss why GDP matters for investors, explore ways to structure a core holding of long-term bonds, and determine if the market can cast aside seasonal weakness and build on the July rally.

  • One Last Time for the Cheap Seats?

    You’d be forgiven for experiencing de ja vu with regard to our FOMC note titles: this is the second time we’ve argued this is *probably* the last rate hike of the cycle. But this time it’s for real.

  • July Investment Perspectives

    We take a look at why China's economic recovery has struggled, the core-satellite method of portfolio construction, and how the recent tech-stock dominance offers a reminder of past performance.

  • Outlook 2023: Mid-Year Update

    In our initial Outlook 2023 publication, we offered a thesis around the concept of two-way risk.

  • June Investment Perspectives

    We examine the plausibility of avoiding a recession this year, what happens to the bond market now that the debt-ceiling saga ended, and what's expected to weigh on the stock market this month.

  • May Investment Perspectives

    We examine why it has not looked like a recession yet, how the Fed policy tools have changed, and whether the stock market will remain resilient through the coming months.

  • Once More into the Breach

    Once more into the breach, dear friends, once more: the Federal Reserve Open Market Committee raised its target for overnight interest rates by 0.25% to a range of 5.00–5.25%, capping a total of 5.00% of tightening in little more than a year.

  • April Investment Perspectives

    We examine whether the recent bank failures carry further implications for the economy, determine if the shape of the yield curve is a sign of an imminent recession, and share valuable lessons as the second quarter begins.

Meet our Insights strategists & authors

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