Daily Comment
Daily Comment (May 29, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with a discussion of how right-wing parties have finally consolidated power in the Netherlands. We next review several other international and US developments with the potential to affect the financial markets today, including increased signs that the Bank… Read More »
Daily Comment (May 28, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with some notes on the rising power of far-right political parties in Europe and the implications for European economic policy. We next review several other international and US developments with the potential to affect the financial markets today,… Read More »
Daily Comment (May 24, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with an interesting observation on the Chinese market by JPMorgan CEO Jamie Dimon. We next review several other international and US developments with the potential to affect the financial markets today, including a new program in South Korea… Read More »
Daily Comment (May 23, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with several new indicators pointing to a possible further worsening in tensions between the US bloc and the China/Russia bloc. We next review several other international and US developments with the potential to affect the financial markets today,… Read More »
Daily Comment (May 22, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with a potentially incendiary revelation that the US and UK have intelligence showing China is now sending, or preparing to send, lethal aid to Russia for its invasion of Ukraine. We next review several other international and US… Read More »
Daily Comment (May 21, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with a note on Russian President Putin’s decision last week to replace his defense minister with an economist. We next review several other international and US developments with the potential to affect the financial markets today, including a… Read More »
Daily Comment (May 20, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with several items related to artificial intelligence, the electrification of the global economy, and the resulting impacts on commodity prices. We next review several other international and US developments with the potential to affect the financial markets today,… Read More »
Daily Comment (May 17, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with reports of a big new housing support program in China. We next review several other international and US developments with the potential to affect the financial markets today, including another possible election-driven tax cut in the UK… Read More »
Daily Comment (May 16, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Equity markets are calmer today after yesterday’s investor enthusiasm over the inflation report cooled. In sports news, the Boston Celtics have eliminated the Cleveland Cavaliers and now advance to the Eastern Conference Finals. Today’s Comment will examine the impact that… Read More »