• Stocks Rebound from Correction Territory and React Favorably to Fed Meeting

    Stocks rallied on Wednesday after the Fed projections still showed two interest rate cuts this year, with Chairman Powell at the press conference not sounding too concerned about inflation expectations and inclined to view the potential rise in inflation from tariffs as transitory.

  • Alternative Investments

    Investors have improved access to alternative investments today, and studies show that they can enhance portfolio performance. This piece reviews the growing asset class and provides guidance for portfolio construction.

  • Incoming Economic Readings Consistent with Slower but Positive Economic Growth

    The February employment report showed that the labor market remains consistent with economic growth and is not sending a recession signal.

  • Business Surveys and Beige Book Consistent with Further Economic Growth

    While consumer spending fell in January, unusually cold weather and LA wildfires played a role. Meanwhile, income surged in January. While uncertainty centered on government spending cuts and tariff impacts remains high, consumers are well positioned for future spending.

  • March Investment Perspectives

    In this issue, we compare the Mag 7 with the Nifty Fifty, discuss how much federal debt is too much, and how March may bring a chance to increase equity exposure.

  • Positioning Fixed Income Portfolios for Rising Growth Risks

    In terms of portfolio construction, adding duration and increasing quality in fixed income are some of the most-efficient ways to provide some “insurance” against further declines in equity markets.

  • Long-Term Market Dynamics Remain Favorable Despite Uncertainty-Driven Pullback

    The major U.S. market averages have pulled back from recent all-time highs. This reflects recent softer-than-expected economic readings and uncertainty around government policy. Pullbacks and consolidations are common occurrences, and we continue to see favorable long-term market dynamics.

  • Encouraging Dynamics for the Consumer and Stocks

    The major market averages (S&P 500, Dow Industrials, and Nasdaq) remain in well-defined uptrends, above rising long-term moving averages, and at or within a few percentage points of their 52-week highs.

  • February Investment Perspectives

    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

    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.

 

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