Research & News
Daily Comment (December 1, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today is dominated by Asian and other international developments, as might be expected after the long Thanksgiving holiday weekend in the US. Our coverage includes several important political and economic developments in Japan, as well as some economic and foreign… Read More »
Daily Comment (November 25, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a sudden shift in the US’s proposed new peace deal to end the war in Ukraine. We next review several other international and US developments with the potential to affect the financial markets today, including a statement… Read More »
Daily Comment (November 24, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a report confirming our view that the US administration will try to find fallback options even if the Supreme Court eventually rules against its broad use of import tariffs. We next review several other international and US… Read More »
Daily Comment (November 21, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with news that the US is now slowing down its plans to impose big, new tariffs on foreign semiconductors to avoid spoiling the US-China trade truce. We next review several other international and US developments that could affect… Read More »
Daily Comment (November 20, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a few words on Nvidia’s third-quarter earnings release and its broader implications. We next review several other international and US developments that could affect the financial markets today, including the minutes from the Federal Reserve’s October policy… Read More »
Daily Comment (November 19, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a preview of Nvidia’s key earnings release after market close today, as well as some related news involving the company and infrastructure investor Brookfield. We next review several other international and US developments that could affect the… Read More »
Daily Comment (November 18, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with the latest sign of disagreement among Federal Reserve policymakers on the direction of interest rates. In the latest statement, Fed board member Waller argues for cutting rates again in December. We next review several other international and… Read More »
Daily Comment (November 17, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with news suggesting the US could soon target Chinese tech services giant Alibaba with sanctions or trade restrictions in a move that could reignite bilateral tensions and weigh on global markets. We next review several other international and… Read More »