• Healthy Labor Market and Improving Consumer Confidence Bode Well

    While January retail sales disappointed, we see a healthy labor market and improving consumer confidence supporting future consumption. The preliminary February business surveys are also consistent with further economic growth and a continuation of the disinflationary process.

  • Leading Indicators Suggest Disinflation Can Continue

    While stocks and bonds reacted negatively to the higher-than-expected January inflation reading, leading indicators suggest the disinflationary process will continue.

  • Economic Strength Continues Into New Year

    Initial January economic reports, including impressive job growth and improving consumer and business sentiment readings, are all consistent with healthy economic growth.

  • February Investment Perspectives

    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.

  • Encouraging Consumer Resiliency and Falling Inflation

    Consumer confidence and resilient spending are being supported by a still strong labor market and inflation that continues to fall.

  • Consumer Sentiment and Business Surveys Support a Positive Outlook

    Major stock indexes, led by the S&P 500, are breaking out to new all-time highs, and we are encouraged by the positive action from cyclical industries that benefit the most from economic growth.

  • Strong Consumer Demand Bodes Well As We Start 2024

    Learn more about the latest market and economic news in our Investment Strategy Group’s weekly update.

  • Long-Term Capital Market Assumptions 2024

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

  • January Investment Perspectives

    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.

  • Recent Indicators Remain Consistent With Economic and Profit Growth

    Friday’s labor market report and this week’s NFIB Small Business Optimism Index remain consistent with further economic growth as we start 2024.

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