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Mark Luschini, Guy LeBas and Gregory M. Drahuschak
November 12, 2024
In this special election issue, find out what president-elect will attempt to accomplish in his second term, if the current market narrative will morph into policy reality, and whether recent stock market gains are just a trend or a result of Trump’s win.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak
October 10, 2024
We take a closer look at economic activity in China, the potential changes to tax exemptions and what that might mean for munis, and how earnings expectations drive stock prices.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak
September 10, 2024
A look at labor conditions and what they signal for the path ahead, how low interest rates will go, and if September’s FOMC meeting will bring more volatility.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak
August 8, 2024
In this issue of Investment Perspectives, we discuss the impact of the election on the market, floating rate bond performance during times of rate cuts, and using P/E to determine a stock's valuation.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak
July 9, 2024
In this issue of Investment Perspectives, Janney’s Investment Strategy Group examines the appetite for gold, the recent concerns around liquidity, and what to expect for stocks as the summer winds down.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak
June 7, 2024
In the latest issue of Investment Perspective, we discuss whether consumers are choosing to save or spend, how the neutral rate of interest serves as a benchmark for investors, and how the cap-weighted S&P 500 compares to equal-weighted.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak
March 7, 2024
In this latest Investment Perspectives, we discuss the economic evolution of Mexico, the Fed’s many misconceptions, and whether there are new highs ahead for the S&P 500.
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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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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, 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.