Daily Comment
Daily Comment (October 24, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with an update on the Israel-Hamas conflict. We next review a range of other international and U.S. developments with the potential to affect the financial markets today, including weak economic indicators in the eurozone and the United Kingdom,… Read More »
Daily Comment (October 23, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with the latest on the Israel-Hamas fighting, where we continue to keep our eyes open for signs that it could spread into a broader regional conflict. We next review a wide range of other international and U.S. developments… Read More »
Daily Comment (October 20, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Equities are off to a rough start, while the Houston Astros and Texas Rangers are tied in the ALCS. Today’s Comment begins with our analysis of Fed Chair Jerome Powell’s comments at the Economic Club of New York. We then… Read More »
Daily Comment (October 19, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Equities are mixed this morning, and the Las Vegas Aces are the new WNBA champions. Today’s Comment begins with our thoughts on why investors will be paying close attention to Powell’s speech today. Next, we explain why investors have preferred… Read More »
Daily Comment (October 18, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with news of further U.S. restrictions on the sales of advanced semiconductors and related equipment and services to China—a move that is sure to put additional strains on the U.S.-China relationship and keep investors on edge. We next… Read More »
Daily Comment (October 17, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with a discussion of how difficult it is for countries to abandon the U.S. dollar for international trade. We next review a range of other international and U.S. news with the potential to affect the financial markets today,… Read More »
Daily Comment (October 16, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF With last week’s events in Israel serving as a reminder of how the world is becoming more violent and chaotic as the post-Cold War era comes to an end, today’s Comment opens with an update on the all-important risk of a Chinese… Read More »
Daily Comment (October 13, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Equities are up slightly, and the Atlanta Braves are out of the playoffs. Today’s Comment starts with our thoughts on the inflation report. We then follow with discussions on rising global borrowing costs, the Polish Parliamentary elections, and provide an… Read More »
Daily Comment (October 12, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Equities are off to a great start and the Dodgers are out of the playoffs. Today’s Comment begins with a discussion of the increased scrutiny facing social media companies, our analysis of the latest FOMC meeting minutes, and an update… Read More »