Daily Comment
Daily Comment (October 1, 2020)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF It’s the first day of the fourth quarter and the start of China’s “Golden week.” The EU begins its summit today. U.S. equity markets continue their rally this morning; Tokyo markets were affected by a technical glitch. We begin our… Read More »
Daily Comment (September 30, 2020)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Our Daily Comment today provides a short recap of last night’s presidential debate, as well as an update on the fighting in Nagorno-Karabakh. Next is a discussion of today’s positive economic data out of China. We also discuss some new… Read More »
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 »