Daily Comment
Daily Comment (March 19, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF We have published our latest Weekly Geopolitical Report, which constitutes Part I of our new series on the geopolitics of Central Bank Digital Currencies (CBDC). We also have several other recent multimedia offerings. There is a new chart book recapping… Read More »
Daily Comment (March 18, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning! U.S. equity futures have mostly failed to hold yesterday’s gains as long-duration Treasury yields continue to move higher. Our coverage begins with economics and policy with a focus on the FOMC and monetary policy. China news comes next… Read More »
Daily Comment (March 17, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Happy St. Patrick’s Day! Turning to today’s Comment, we open with a preview of the Federal Reserve’s latest policymaking conclave. The meeting decision will be released early this afternoon, followed by a press conference. We also review a range of… Read More »
Daily Comment (March 16, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Today’s Comment opens with a review of the Federal Reserve policy meeting that begins this morning (spoiler alert: no policy change is expected). We then review several important new items from overseas, including signs that the Chinese government is taking… Read More »
Daily Comment (March 15, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning, Monday! We have an additional sign of spring, the semiannual clock adjustment. March Madness begins this week, all in one city. U.S. equity futures are ticking higher this morning as Treasury yields are steady to lower. Our coverage… Read More »
Daily Comment (March 12, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF We have published our latest Weekly Geopolitical Report, which is Part II of our two-part series on the Western Sahara. We also have several other recent multimedia offerings. There is a new chart book recapping the recent changes we made… Read More »
Daily Comment (March 11, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF We have published our latest Weekly Geopolitical Report, which is Part II of our two-part series on the Western Sahara. We also have several other recent multimedia offerings. There is a new chart book recapping the recent changes we made… Read More »
Daily Comment (March 10, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF We have published our latest Weekly Geopolitical Report, which is Part II of our two-part series on the Western Sahara. We also have several other recent multimedia offerings. There is a new chart book recapping the recent changes we made… Read More »
Daily Comment (March 9, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF We have published our latest Weekly Geopolitical Report, which is Part II of our two-part series on the Western Sahara. We also have several other recent multimedia offerings. There is a new chart book recapping the recent changes we made… Read More »