Daily Comment
Daily Comment (October 30, 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 conflict. We next review a wide range of other international and U.S. developments with the potential to affect the financial markets today, including a preview of the Bank of Japan’s important new… Read More »
Daily Comment (October 27, 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 Diamondbacks look to prove doubters wrong in the first game of the World Series. Today’s Comment begins with our analysis of the S&P 500’s recent poor performance, followed by a closer… Read More »
Daily Comment (October 26, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Concerns over earnings are weighing on equities, and Astros manager Dusty Baker announced that he is retiring. Today’s Comment begins with a discussion about the ECB’s latest rate decision. Next, we analyze the recent plunge in the yen and assess… Read More »
Daily Comment (October 25, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! S&P 500 futures are trading lower before the open and the Diamondbacks made it to the World Series for the second time in franchise history. Today’s Comment starts with a discussion about the resurgence of the S&P 500. Next, we… Read More »
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 »