Daily Comment
Daily Comment (November 27, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with some ideas we picked up on the world’s geopolitical trends from our reading over the holiday weekend. We next review a range of recent international and U.S. developments with the potential to affect the financial markets today,… Read More »
Daily Comment (November 21, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with a discussion of how the recent cooling in U.S.-China tensions seems to be worrying Russia. We next review a wide range of other international and U.S. developments with the potential to affect the financial markets today, including… Read More »
Daily Comment (November 20, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with indications of a potential cooling of Japan-China tensions as Beijing looks to bolster Chinese economic growth. 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 (November 17, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Oil prices fell into bear market territory on Friday due to a jump in U.S. inventories and demand pessimism. In other news, Shohei Ohtani, formerly of the Angels, and the Braves’ Ronald Acuna Jr. were named the most valuable players… Read More »
Daily Comment (November 16, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Gold prices are rising as investors eagerly await the Federal Reserve’s next policy decision, while Gerrit Cole has been named the American League Cy Young Award winner. Today’s Comment delves into the reasons behind the surge in investor risk taking… Read More »
Daily Comment (November 15, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with new impediments to U.S. investments in China. We next review a wide range of other international and U.S. developments with the potential to affect the financial markets today, including the latest on the Israel-Hamas conflict, new signs… Read More »
Daily Comment (November 14, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with new data suggesting Russia is now almost completely getting around the West’s $60 price cap on its oil exports, potentially setting up new Western efforts to clamp down. We next review a wide range of other international… Read More »
Daily Comment (November 13, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with the latest on the West’s slowing demand for electric vehicles. We next review a wide range of other international and U.S. developments with the potential to affect the financial markets today, including an easing of data regulations… Read More »
Daily Comment (November 10, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Gold has retreated on Powell’s monetary policy comments, and the National Women’s Soccer League has signed major TV deals. Today’s Comment begins with our thoughts on declining demand for U.S. government bonds. We then discuss the impact of geopolitical competition… Read More »