Daily Comment
Daily Comment (November 11, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with news of an impending Russian and North Korean attack to push the Ukrainians out of their small foothold in the Kursk region. We next review several other international and US developments with the potential to affect the… Read More »
Daily Comment (November 8, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Today, the market is closely watching to see if the Republicans can gain enough seats to take control of the House of Representatives. In sports news, the Baltimore Ravens made a remarkable comeback to defeat the Cincinnati Bengals. Today’s Comment… Read More »
Daily Comment (November 7, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is refocusing its attention on the Fed’s rate decision later today. In sports news, the Golden State Warriors defeated the Boston Celtics. Today’s Comment will discuss why investors should not be overly focused on policy agenda. We will… Read More »
Daily Comment (November 6, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is currently processing the election results. In sports news, Sporting Lisbon achieved a stunning upset by defeating Manchester, the defending champions, with a score of 4-1. Today’s Comment will discuss the election results, provide a preview of the… Read More »
Daily Comment (November 5, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment on this Election Day opens with a few words on opinion polls. After all, those are all we’ll have to look at until actual voting results start to come in later this evening. We next review several other international and… Read More »
Daily Comment (November 4, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a few words on tomorrow’s election, which we still consider a coin-flip. We next review several other international and US developments with the potential to affect the financial markets today, including an OPEC+ decision not to start… Read More »
Daily Comment (November 1, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is currently processing the latest jobs data. In sports news, Carlos Alcaraz was eliminated from the Paris Masters’ quarterfinals in a surprising upset. Today’s Comment will discuss why the latest inflation figures further strengthen the Federal Reserve’s case… Read More »
Daily Comment (October 31, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Happy Halloween! Markets are currently digesting the latest inflation data as investors gauge the Federal Reserve’s next move. In sports news, the Los Angeles Dodgers clinched a World Series victory over the New York Yankees. Today’s Comment will delve into a detailed… Read More »
Daily Comment (October 30, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is still processing the latest earnings data from Alphabet. In sports news, the New York Yankees managed to avoid being swept by the LA Dodgers. Today’s Comment will discuss why consumers remain content despite a cooling labor market.… Read More »