Daily Comment
Daily Comment (January 29, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with news that an Iran-backed militant group has killed several U.S. troops in Jordan, boosting the chance that the Israeli-Hamas conflict will broaden. We next review a range of other international and U.S. developments with the potential to… Read More »
Daily Comment (January 26, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Wall Street cheers better-than-expected inflation news. Meanwhile, Novak Djokovic’s perfect streak in the Australian Open came to an abrupt end. In our Comment, we explain why optimism should be measured. We also delve into the regulatory storm clouds over Big… Read More »
Daily Comment (January 25, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Wall Street is evaluating the latest GDP data and Jim Harbaugh’s return to coach the L.A. Chargers is expected to electrify the NFL. Today’s commentary dives into the bond market’s potential tantrum after another disappointing auction, discusses the ECB’s recent… Read More »
Daily Comment (January 24, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with items related to the Russia-Ukraine war. We next review a wide range of other international and U.S. developments with the potential to affect the financial markets today, including a surprise easing of monetary policy in China and… Read More »
Daily Comment (January 23, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with signs that European leaders are getting more concerned about future Russian aggression. We next review a range of other international and U.S. developments with the potential to affect the financial markets today, including a potential new stock-market… Read More »
Daily Comment (January 22, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with a short discussion of Japan’s surging stock market and one potential reason for its strong rise. We next review a wide range of other international and U.S. developments with the potential to affect the financial markets today,… Read More »
Daily Comment (January 19, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Tech stocks are soaring on chip optimism, while La Liga giants Atlético Madrid and FC Barcelona are gearing up for a Copa Del Rey clash! Today’s Comment dives deep into the Fed’s rate cut whispers, the Red Sea crisis, and… Read More »
Daily Comment (January 18, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Chip optimism is electrifying the market, while a potential trade could heat up the Pacers’ playoff hopes. In today’s Comment, we dive into the latest topics: the semiconductor surge, the central bank pivot, and the Basel III Endgame controversy. Plus,… Read More »
Daily Comment (January 17, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with new data showing slowing wage growth in major developed countries, which should eventually allow the major central banks to start cutting interest rates (though probably not as soon as many investors expect). We next review a range… Read More »