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.

  • February Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak February 7, 2025

    The case for U.S. exceptionalism, four key issues facing fixed income, and a comparison of stock market returns and Punxsutawney Phil predictions.

  • The Trump Tariff Salvos Begin

    Mark Luschini February 6, 2025

    As of now, we view any pullback in prices to be part of the volatility we expected this year and not sufficient to warrant a change in our constructive view for the stock market over the balance of 2025, as we laid out in Outlook 2025 publication.

  • Positive Earnings Continue to Support Stocks

    Michael Halloran February 6, 2025

    We are well into fourth quarter earnings season, and the majority of companies are once again posting better-than-expected profits, led by Financials and Technology firms.

  • Long-Term Capital Market Assumptions 2025

    Michael Halloran January 30, 2025

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

  • A Skip, Not a Pause

    Guy LeBas January 30, 2025

    Our outlook will have annual inflation decelerating through the winter, likely permitting another rate cut at the March FOMC meeting.

  • Business Surveys Show an Optimistic Start to 2025

    Michael Halloran January 30, 2025

    Given the positive economic growth that we continue to see and the fact that corporate profits remain sturdy, we remain positive on the economy and stocks.

  • Thoughts on Recent Artificial Intelligence Volatility

    Michael Halloran January 29, 2025

  • Business Surveys Consistent With Further Healthy Economic Growth

    Michael Halloran January 14, 2025

    The December business surveys showed that while the manufacturing economy remains weak, the much larger service sector remains consistent with solid economic growth.

  • Assessing the Credit and Economic Impact of the Los Angeles Fires

    January 13, 2025

    We are sad to watch the events continue to unfold. Our hearts go out to everyone affected by the devastating fires across Los Angeles County.

  • January Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak January 9, 2025

    In this issue we look at what will shape the economy in 2025, revisit last year’s market themes, and discuss how history may hint at what’s ahead.

 

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