Market Commentary | Janney Montgomery Scott

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.
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.
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.
Investment Implications of a Potential Government Shutdown

Michael Halloran September 26, 2023

We have the following thoughts on the potential government shutdown.

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Meet our Insights strategists & authors

Mark Luschini

Chief Investment Strategist, President and Chief Investment Officer, Janney Capital Management
Guy LeBas

Director, Custom Fixed Income Solutions
Gregory M. Drahuschak

Equity Market Analyst, ISG
Michael Halloran

Equity Strategist
Andrew Leger

Equity Analyst

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