Market Commentary

Markets & Economics

September Investment Perspectives

In this issue we take a look at BRICS+ and potential investment opportunities, determine if bond ...
Mark Luschini, Guy LeBas, Gregory M. Drahuschak

Investment Implications of a Potential Government Shutdown

Michael Halloran September 26, 2023

We have the following thoughts on the potential government shutdown.
Economic and Stock Market Indicators Remain Consistent with Growth

Michael Halloran September 14, 2023

Despite inflation stubbornly above the Federal Reserve’s target, we still see future progress on inflation while the market is still calling for no interest rate hike at the September FOMC meeting. The labor market indicators remain healthy, coupled with slowly receding inflation, suggest that a soft landing for the economy can still be achieved.
September Investment Perspectives

Mark Luschini, Guy LeBas and Gregory M. Drahuschak September 11, 2023

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.
Recent Indicators Suggest a Higher Probability of Achieving Soft Landing

Michael Halloran September 7, 2023

Business surveys and jobless claims remain consistent with a growing economy. Coupled with a softer labor market, this suggests an increased probability that the Federal Reserve (Fed) can achieve its objective of a soft landing for the economy.
Stocks Are Applauding Signs of Cooling in the Overheated Labor Market

Michael Halloran August 31, 2023

Stocks are reacting favorably to signs of cooling in the overheated labor market, and we remain encouraged by outperformance of cyclical sectors that benefit from economic growth.
Stocks Remain in Consolidation Phase With Key Support Levels Holding

Michael Halloran August 24, 2023

Current economic indicators, including state indexes, jobless claims, and the Conference Board’s Coincident Economic Index, remain consistent with further growth.
Stocks Remain Supported by a Healthy Labor Market and Lower Inflation

Michael Halloran August 11, 2023

Stocks remain in an uptrend, supported by positive economic growth and receding inflation which is leading to improved business and consumer confidence.
Investment Implications of the Fiscal Responsibility Act

Michael Halloran June 5, 2023

We have the following thoughts on the Fiscal Responsibility Act (FRA) that President Biden signed into law over the weekend.
U.S. Dollar’s Long-Term Prospects as the Global Reserve Currency

Michael Halloran and Andrew Leger April 12, 2023

A detailed look at why the dollar will not be supplanted as the dominant currency for global transactions and central bank reserves.
How Do Small-Cap Stocks Fit Into My Investment Mix?

Michael Halloran and Andrew Leger February 3, 2023

Where an investor falls on the large-cap vs. small-cap debate normally aligns with their risk appetite.

Filter by Topic

Filter by Series

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

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/

;

September Investment Perspectives

Filter by Topic

Filter by Series

Meet our Insights strategists & authors