Daily Comment
Daily Comment (November 7, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with an update on the Russia-Ukraine war. We next review a wide range of other international and U.S. developments with the potential to affect the financial markets today, including multiple reports related to China. Importantly, there are conflicting… Read More »
Daily Comment (November 4, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s Comment begins with our thoughts on the impact higher interest rates will have on investor sentiment. Next, we discuss how the changing geopolitical landscape is forcing leaders to rethink their alliances. Lastly, we talk about both the positive and… Read More »
Daily Comment (November 3, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning. Today’s Comment begins with our thoughts on the Federal Reserve’s rate decision. Next, we discuss how the Fed indirectly pressures other central banks to tighten their own policy. Finally, we explain how an international push away from globalization will likely… Read More »
Daily Comment (November 2, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with an update on the Russia-Ukraine war, including news that Russia has reversed its decision to stop participating in the UN-brokered deal which allows Ukraine to keep exporting grain out of its southern ports. We next review a… Read More »
Daily Comment (November 1, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with an update on the Russia-Ukraine war, including the latest on Russia’s destruction of Ukrainian civilian infrastructure and Yevgeny Prigozhin’s continued effort to position himself for a potential takeover of power. We next review a wide range of… Read More »
Daily Comment (October 31, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with an update on the Russia-Ukraine war, including the latest on Russia’s apparent withdrawal from the UN-brokered deal which allowed Ukraine to export grain from its southern ports. We next review a wide range of other international and… Read More »
Daily Comment (October 28, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s Comment summarizes yesterday’s GDP report, including how it may impact U.S. monetary policy. Next, we review why central banks are hesitant to totally remove their policy accommodations as the world heads into recession. We end the report with a… Read More »
Daily Comment (October 27, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s Comment begins with our thoughts about a possible shift in Fed policy. Next, we discuss the rising angst in the European financial markets. Finally, the report reviews how the West is adapting to a changing geopolitical landscape. Are We… Read More »
Daily Comment (October 26, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with an update on the Russia-Ukraine war, including the latest on Moscow’s misinformation campaign claiming that the Ukrainians are planning to detonate a radioactive “dirty bomb.” We next review a wide range of other international and U.S. developments… Read More »