Daily Comment
Daily Comment (September 20, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with the evolving relationship between the European Union and China. We next review a range of other international and U.S. developments with the potential to affect the financial markets today, including a short military operation in the Caucasus… Read More »
Daily Comment (September 19, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with updated forecasts for global economic growth from the Organization for Economic Cooperation and Development. The OECD report also urged central banks to keep hiking interest rates and keep them high to snuff out consumer price inflation. We… Read More »
Daily Comment (September 18, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with signs that the Chinese government is working to prevent further financial market contagion related to its faltering real estate sector. We next review a wide range of other international and U.S. developments with the potential to affect… Read More »
Daily Comment (September 15, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s Comment will be broken into three sections: 1) Why unions are starting to grow in popularity; 2) Why long-duration Treasury yields are likely to rise over the next few years; and 3) Why the market should be cautiously optimistic… Read More »
Daily Comment (September 14, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s Comment is split into three sections: 1) Why rising energy prices will complicate the Fed’s efforts to project future policy rates; 2) Why European policymakers may be finished with their hiking cycle; and 3) Why the green transition is… Read More »
Daily Comment (September 13, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with the latest news on souring relations between the West and 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… Read More »
Daily Comment (September 12, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Today’s Comment opens with a discussion of new irritants in the China-India relationship and what they mean for investors. We next review a wide range of other international and U.S. developments with the potential to affect the financial markets today, including indications… Read More »
Daily Comment (September 11, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with news about Chinese domestic politics and the country’s currency, the renminbi. We next review a wide range of other international and U.S. developments with the potential to affect the financial markets today, including news of a cut… Read More »
Daily Comment (September 8, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s Comment will be broken down into three sections: 1) Why more central banks are signaling an end to their tightening cycle; 2) How the no-shows by the U.S. and China reflect the waning relevance of multilateral organizations; and 3)… Read More »