Daily Comment
Daily Comment (July 10, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Equity futures are off to a great start ahead of Federal Reserve Chair Powell’s second day of testimony. In sports news, Spain has successfully knocked out France in the Euro semifinal. Today’s Comment discusses how Powell has opened the door… Read More »
Daily Comment (July 9, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with new color on the dangerous China-Philippines standoff in the South China Sea. We next review several other international and US developments with the potential to affect the financial markets today, including an impending shift in investment strategy… Read More »
Daily Comment (July 8, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with new data illustrating just how broadly and sharply trade tensions with China are evolving around the world. We next review several other international and US developments with the potential to affect the financial markets today, including key… Read More »
Daily Comment (July 3, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Please note: Due to the Fourth of July holiday, we will not publish a Daily Comment on Friday, July 5. We will resume publication on Monday, July 8. Have a Happy Fourth! Our Comment today opens with some good news on the… Read More »
Daily Comment (July 2, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with news that China is continuing to build out its electronic spying facilities in Cuba, which will likely further exacerbate tensions with the US. We next review several other international and US developments with the potential to affect… Read More »
Daily Comment (July 1, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with new details on why Philippine President Marcos is pushing back so strongly against Chinese territorial aggression in the South China Sea. We next review several other international and US developments with the potential to affect the financial… Read More »
Daily Comment (June 28, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Equity futures are off to a strong start thanks to a modest inflation report. In sports news, the Los Angeles Lakers “shocked the world” by drafting NCAA standout and USC star shooting guard Bronny James in the second round. Today’s… Read More »
Daily Comment (June 27, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Equity markets are off to a sluggish start as investors await Friday’s inflation data. In sports news, the Atlanta Hawks chose Zaccharie Risacher with the first overall pick in the NBA draft. Today’s Comment will delve into the impact that… Read More »
Daily Comment (June 26, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with the latest on the simmering China-Philippines tensions in the South China Sea. We next review several other international and US developments with the potential to affect the financial markets today, including a new down-leg in the value… Read More »