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.

  • June Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak June 7, 2024

    In the latest issue of Investment Perspective, we discuss whether consumers are choosing to save or spend, how the neutral rate of interest serves as a benchmark for investors, and how the cap-weighted S&P 500 compares to equal-weighted.

  • Healthy Profits and Lower Bond Yields Are Supporting Stock

    Michael Halloran May 9, 2024

    Recent stock market performance has been encouraging, with the S&P 500 reversing its 1-month downtrend while Treasury yields are moving lower off recent highs. We continue to view the recent stock market pullback as a normal occurrence in an ongoing bull market.

  • Behavioral Finance and Investment Principles IV

    Mark Luschini April 24, 2024

    Part 4: Endowment Effect, Sunk-Cost Fallacy, Illusion of Control.

  • Behavioral Finance and Investment Principles III

    Mark Luschini April 10, 2024

    Part 3: Overconfidence, Anchoring Effect, and Herding.

  • Investment Themes for the Next Decade

    Michael Halloran March 28, 2024

    This piece reviews the major secular investment trends that will influence the economy and markets in the coming years.

  • Behavioral Finance and Investment Principles II

    Mark Luschini March 26, 2024

    Part 2: Familiarity Bias, Framing Bias, and Mental Accounting.

  • Behavioral Finance and Investment Principles I

    Mark Luschini March 12, 2024

    Part 1: Introduction, Prospect Theory, Loss Aversion, Recency Bias

  • March Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak March 7, 2024

    In this latest Investment Perspectives, we discuss the economic evolution of Mexico, the Fed’s many misconceptions, and whether there are new highs ahead for the S&P 500.

  • February Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak February 7, 2024

    In this issue of Investment Perspectives, we look at the key drivers in the surge for copper demand, the 2024 trends in the fixed-income markets, and what will matter most for the stock market in the long term.

  • Long-Term Capital Market Assumptions 2024

    Michael Halloran January 17, 2024

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

 

Article Authors

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/

Janney Montgomery Scott LLC, Member FINRA, NYSE, SIPC