Daily Comment
Daily Comment (March 20, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with the latest statement by a high-ranking European official warning of a possible war with Russia. We next review a range of other foreign and US developments with the potential to affect the financial markets, including a new… Read More »
Daily Comment (March 19, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment opens with confirmation that today the Bank of Japan ended its many years of negative interest rates. We next review a range of other international and US developments with the potential to affect the financial markets, including reports that the… Read More »
Daily Comment (March 18, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with the Bank of Japan’s likely abandonment of negative interest rates this week. We next review a wide range of other international and US developments with the potential to affect the financial markets today, including news that even… Read More »
Daily Comment (March 15, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Equities are off to a so-so start as investors brace for next week’s FOMC meeting. In sports news, the Champions League matchups are set, with a highly anticipated clash between Real Madrid and Manchester City in the quarterfinals. Today’s Comment… Read More »
Daily Comment (March 14, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Equities have pared early gains due to stronger-than-expected PPI data and subpar retail sales figures. Meanwhile, Purdue, UConn, Houston, and Tennessee were able to secure top seeds for the NCAA Tournament. Today’s Comment dives into our thoughts on central banks… Read More »
Daily Comment (March 13, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment opens with a discussion of today’s expected congressional vote on forcing Chinese tech giant ByteDance to divest the US operations of TikTok. We next review a range of other international and US developments with the potential to affect the financial… Read More »
Daily Comment (March 12, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with a Nigerian government crackdown on cryptocurrencies and their use to avoid the country’s currency controls. We next review a wide range of other international and US developments with the potential to affect the financial markets today, including… Read More »
Daily Comment (March 11, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with news that the Russian military was actively considering the use of nuclear weapons in Ukraine in the autumn of 2022. We next review a range of other international and US developments with the potential to affect the… Read More »
Daily Comment (March 8, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Equities are off to a blazing start today, fueled by a stellar jobs report. Adding to the excitement, Phoenix secured its place as the host city for next year’s NBA All-Star Game! Today’s Comment delves into central bank views on… Read More »