Daily Comment
Daily Comment (January 6, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our first Comment of the New Year opens with the same old geopolitical tensions in Asia, this time with reports touching China, Taiwan, and Japan. We next review several other international and US developments with the potential to affect the financial markets… Read More »
Daily Comment (October 3, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is currently awaiting the release of the jobs report data and Israel’s response to Iran. In sports news, Lionel Messi’s Inter Miami has won the 2024 Supporters’ Shield for the second year in a row. Today’s Comment will… Read More »
Daily Comment (October 2, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Markets are still grappling with the ongoing Middle Eastern conflict. Today’s Comment will analyze the escalating Israel-Iran tensions, explore the reasons behind the positive surprise from JOLTS, and provide our perspective on the recent vice presidential debate. Finally, we’ll conclude… Read More »
Daily Comment (October 1, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with news that consumer price inflation in the eurozone is now below the European Central Bank’s target of 2% for the first time in three years — a development that portends further interest-rate cuts and potentially renewed depreciation… Read More »