Daily Comment
Daily Comment (September 29, 2020)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Our Daily Comment today provides a brief introduction to tonight’s presidential debate, the anticipation of which could keep a lid on the markets throughout the day. We also discuss several geopolitical tensions involving Eastern Europe, as well as the latest… Read More »
Daily Comment (September 28, 2020)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF It’s Monday, the last week of September, and the end of Q3. Equity markets are in full recovery mode this morning. We start our coverage with a comment about the election situation. World news comes next, with a focus on… Read More »
Daily Comment (September 25, 2020)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF It’s Friday and we are closing another week. Equity markets continue to struggle. We lead off with policy news from around the world (including the U.S.). China news is next. We update the pandemic news followed by international news. As… Read More »
Daily Comment (September 24, 2020)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning, all. Equity markets are marking time this morning, but the market tone isn’t very good. A general market comment leads our coverage this morning. The virus update comes next. China news follows. We close with economic, policy, and… Read More »
Daily Comment (September 23, 2020)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Our Daily Comment today discusses the state-of-play on Supreme Court politics in the U.S. and the initial passage of a vote that is keeping the federal government funded through December. Those developments are positive and are probably helping to give… Read More »
Daily Comment (September 22, 2020)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF In our Daily Comment today, we discuss the latest new sources of tension between the U.S. and China. That tension remains one of the key risks for global markets, ranking right up there with the economic impact of the coronavirus… Read More »
Daily Comment (September 21, 2020)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning. It’s Monday and there is a lot going on. Equity markets are down sharply across the world; we suspect fears of political turmoil are adversely affecting financial markets. We lead off with comments surrounding the death of Justice… Read More »
Daily Comment (September 18, 2020)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning and happy Friday! It’s a quadruple “witching day,” the day when stock index futures, single stock futures and their associated options expire. It is not unusual to see heightened volatility on such days. Equity markets are mostly stable,… Read More »
Daily Comment (September 17, 2020)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning! Equity markets are sharply lower this morning; the Fed is being blamed. We begin our comments today with the Fed; the U.S. central bank held its usual meeting. Second, we offer a few thoughts about the historic Abraham… Read More »