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.

  • Falling Inflation and Long-Term Bond Yields Remain Encouraging

    Michael Halloran November 30, 2023

    With inflation and long-term interest rates falling, stocks continue to respond favorably. Discussed in this report are several important stock market indicators that are sending encouraging signals as we head into year-end.

  • Improving Market Internals an Encouraging Sign Heading Into Year-End

    Michael Halloran November 22, 2023

    Economic readings remain consistent with slower but positive growth. However, inflation is also falling, and interest rate markets are now suggesting no more rate hikes from the Federal Reserve.

  • Stocks Supported by Lower Inflation, Profit Growth, and Seasonal Pattern

    Michael Halloran November 16, 2023

    The year-end is historically a strong seasonal period for stocks. This, coupled with a potential end to interest rate hikes and better-than-expected profits, should further support stocks into year-end.

  • Slower Growth but Lower Inflation Supporting Current Stock Rally

    Michael Halloran November 10, 2023

    Stocks have impressively broken out of their three-month downtrend, which increases the odds of a further year-end rally. Stocks are being supported by third-quarter profits that continue to come in better-than-expected.

  • November Investment Perspectives

    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.

  • Potential Stabilization of Interest Rates Would Bode Well for Stocks

    Michael Halloran November 2, 2023

    The ISG provides this client-friendly weekly report. One of the highlights reads: Profits are coming in better-than-expected. This, coupled with positive seasonal and other technical patterns, should also support stocks into year-end. Please read the article.

  • Business Surveys Consistent With Further Growth and Lower Inflation

    Michael Halloran October 27, 2023

    ISG Research reports third quarter economic growth was much stronger than expected with GDP coming in at a very impressive 4.9% annualized growth rate. The strength was driven by both consumer and government spending. Read the full report.

  • Healthy Economic Readings Resulting in Significant Upward Growth Revisions

    Michael Halloran October 24, 2023

    Better-than-expected economic readings, including recent retail sales and industrial production releases, have resulted in significant upward revisions to third quarter economic growth estimates.

  • Importance of Productivity

    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.

  • Labor Market Strength Remains Consistent With Further Economic Growth

    Michael Halloran October 13, 2023

    The ISG Weekly Report states that the September employment report showed payrolls expanded by an impressive 336,000 in September, well above the highest estimate and double the consensus of 170,000.

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