Daily Comment
Daily Comment (April 21, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s Comment begins with a discussion about the growing popularity of generative artificial intelligence. Next, we give our thoughts on crypto’s sudden resurgence this year. Lastly, we review the latest developments in the race for clean technology and how they… Read More »
Daily Comment (April 20, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s Comment begins with a discussion about concerns regarding bank lending. Next, we explain why stubborn inflation has led to greater scrutiny of the central banks. Lastly, we give our thoughts on supply chain efficiencies and the performance of the… Read More »
Daily Comment (April 19, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with several new initiatives in European economic policy, including subsidies for semiconductor manufacturing and a tax on imports tied to greenhouse gas emissions. We next review a range of other international and U.S. developments with the potential to… Read More »
Daily Comment (April 18, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with a couple of big-picture views on the global economy and a key commodity market. We next review a wide range of other international and U.S. developments with the potential to affect the financial markets today, including stronger-than-expected… Read More »
Daily Comment (April 17, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with an apparent assassination attempt against Japanese Prime Minister Kishida. Although Kishida escaped unharmed, the security failure raises concerns for leaders attending the Group of Seven summit in Japan next month. We next review a wide range of… Read More »
Daily Comment (April 14, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s Comment begins with the market’s reactions to the reduction of supplier price pressures in March and last week’s jump in unemployment claims. Next, we give our thoughts on commercial real estate and its potential threat to the economy. Finally,… Read More »
Daily Comment (April 13, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s Comment begins with a discussion on why monetary policymakers are reluctant to articulate a coherent message on future policy. Next, we give our thoughts about a potential credit crunch. Lastly, we review the latest headlines coming out of Asia.… Read More »
Daily Comment (April 12, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with updated projections for global economic growth from the International Monetary Fund. We next review a wide range of other international and U.S. developments with the potential to affect the financial markets today, including new evidence that China… Read More »
Daily Comment (April 11, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with key news on the global technology sector, including data showing a steep downturn in personal computer shipments and increasing regulatory pressure on the evolving artificial intelligence industry. We next review a wide range of other international and… Read More »