Daily Comment
Daily Comment (December 18, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with several items related to the U.S.-China geopolitical rivalry and what it means for investors. We next review a wide range of other international and U.S. developments with the potential to affect the financial markets today, including more… Read More »
Daily Comment (December 15, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Risk assets surge as bullish winds sweep the market, while the Las Vegas Raiders dismantled their AFC West rivals in a dominant win. In today’s Comment, we unpack the dollar’s accelerating decline, dissect the shift away from mega-cap stocks, and… Read More »
Daily Comment (December 14, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Risk assets surge as investors shake off recent jitters, while Giannis Antetokounmpo lit up the court with a 60-point performance. Today’s Comment navigates the key questions on the minds of many: Will central banks pivot soon? Are investors finally ready… Read More »
Daily Comment (December 13, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with some notes on a major Communist Party economic conference in China. We next review a wide range of other international and U.S. developments with the potential to affect the financial markets today, including some new details on… Read More »
Daily Comment (December 12, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with a disagreement at the big COP28 climate change conference over whether to call for an eventual phase-out of fossil fuels. We next review a wide range of other international and U.S. developments with the potential to affect… Read More »
Daily Comment (December 11, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with tantalizing signs that the Israel-Hamas conflict could be inching closer to its end game. We next review a wide range of other international and U.S. developments with the potential to affect the financial markets today, including new… Read More »
Daily Comment (December 8, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Risk assets are down following stronger-than-expected jobs data. Meanwhile, the Los Angeles Lakers and Indiana Pacers have secured their spots in the NBA In-Season Tournament championship game. Today’s Comment kicks off with our insights on the latest craze in artificial… Read More »
Daily Comment (December 7, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Risk assets are enjoying a lift as investors eagerly await tomorrow’s crucial jobs data. Meanwhile, former Padres’ outfielder Juan Soto is making his way to the Big Apple for his next adventure. Today’s Comment kicks off with our insights on… Read More »
Daily Comment (December 6, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with the latest on the potential for a Venezuela-Guyana crisis. We next review a wide range of other international and U.S. developments that could affect the financial markets today, including Italy’s widely expected decision to pull out of… Read More »