Daily Comment
Daily Comment (April 16, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The markets are weighing the latest retail sales. In sports, both the Golden State Warriors and Orlando Magic have clinched playoff berths in the NBA. Today’s Comment will focus on interpreting what import prices indicate about inflation pressures, examine the… Read More »
Daily Comment (April 15, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with developments in the global auto and oil industries, largely reflecting the Trump administration’s new US tariff policies. We next review several other international and US developments with the potential to affect the financial markets today, including a… Read More »
Daily Comment (April 14, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Against the backdrop of President Trump’s on-again/off-again policy moves and mixed messages, we think his 90-day pause on non-China “reciprocal” tariffs last week is confirmation that his top target in the trade war is China, as it likely should be. Since that… Read More »
Daily Comment (April 11, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Markets are closely tracking the latest trade developments. In sports, Alex Ovechkin has cemented his legacy as the NHL’s all-time leading goal scorer. Today’s Comment will explore why the bond market continues to shrug off inflation data, provide an update… Read More »
Daily Comment (April 10, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Markets are digesting the latest inflation figures while Lionel Messi’s double-strike propelled Inter Miami past LAFC into the CONCACAF semifinals. Today’s Comment will focus on President Trump’s decision to roll back tariffs, insights from the latest Fed minutes, and other… Read More »
Daily Comment (April 9, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The markets remain laser-focused on developments in the escalating trade war. In sports news, Arsenal secured a decisive 3-0 victory over Real Madrid in last night’s Champions League showdown. Today’s Comment will examine the growing anxiety in bond markets, the… Read More »
Daily Comment (April 8, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with some new observations on the global financial markets as they respond to President Trump’s new US tariff regime. We next review several other international and US developments with the potential to affect the financial markets today, including… Read More »
Daily Comment (April 7, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with the very latest on the Trump administration’s new tariff policies. We next review several other international and US developments with the potential to affect the financial markets today, including potential policy responses to the tariffs from countries… Read More »
Daily Comment (April 4, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Markets are digesting the latest jobs data while reacting to new tariffs from China. In sports, Chattanooga defeated UC Irvine to win the NIT Championship. Today’s Comment will analyze whether the tariff impact will be temporary or long lasting, examine… Read More »