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.

  • Our Positive 2025 Outlook Should Translate Favorably for Stocks

    Michael Halloran January 3, 2025

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

  • A Long Rollout

    Guy LeBas December 18, 2024

    The Federal Reserve Open Market Committee (FOMC) reduced its target for interest rates by 0.25% to a range of 4.25% – 4.50%, and something of a pattern is beginning to emerge.

  • Outlook 2025

    Mark Luschini and Guy LeBas December 16, 2024

    Outlook 2025 offers the Janney Investment Strategy Group’s baseline prognostications for the economy, the equity and fixed-income markets, their evolution, and investment implications in the New Year.

  • December Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak December 9, 2024

    Find out which sectors stand to benefit post-election, the tax-loss harvesting opportunities in December, and prospects that lie ahead for the market.

  • November Investment Perspectives (Special Election Edition)

    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.

  • A Glidepath

    Guy LeBas November 7, 2024

    Market reaction to today’s FOMC announcement was muted—not surprising since a 0.25% cut was about 95% priced going into the meeting and there were few forecasts of material changes to the statement.

  • Clean Energy Investment Implications

    Michael Halloran November 7, 2024

    This research report reviews the impact the movement toward clean energy is having on economic activity and the major long-term investment implications.

  • October Investment Perspectives

    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.

  • Landing the Beast

    Guy LeBas September 18, 2024

    The Federal Reserve Open Market Committee (FOMC) reduced its target for interest rates by 0.50% to a range of 4.75 – 5.00%, kicking off the hiking cycle with a bang.

  • The First Cut is the Deepest: Bond Markets in the Next Stage of the Cycle

    Guy LeBas September 17, 2024

    This report will explore the potential scenarios for bond market performance in the six months following an initial Fed rate cut, keeping in mind the unique economic landscape we find ourselves in today.

 

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