Daily Comment
Daily Comment (September 29, 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 Bank of England’s decision to purchase bonds to maintain financial stability. Next, we will discuss the Federal Reserve’s role in the global economy and how its monetary choices could impact other central… Read More »
Daily Comment (September 28, 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 new details on how Russia’s new mobilization is playing out. We next review a wide range of other international and U.S. developments with the potential to affect the financial markets… Read More »
Daily Comment (September 27, 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 a bit more detail on Russia’s new mobilization plan and news of a possible Russian sabotage of the natural gas pipelines to Western Europe. We next review a wide range… Read More »
Daily Comment (September 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, where there are many questions regarding the “partial mobilization” announced by Russian President Putin last week. We next review a wide range of other international and U.S. developments with the potential… Read More »
Daily Comment (September 23, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s Comment starts with a discussion about the U.S. dollar’s impact on equities. Next, we give an overview of the upcoming Italian election over the weekend. Finally, we conclude with an update on the Ukraine war. Fed Hangover: All focus… Read More »
Daily Comment (September 22, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning and buckle up! Today’s Comment will focus exclusively on the central banks. We begin with a broad overview of the latest Federal Open Market Committee (FOMC) meeting followed by an assessment of the future path of policy hikes. Next, we… Read More »
Daily Comment (September 21, 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, in which Russia has announced a mobilization of its reserves and has made new threats to use nuclear weapons. We next review a wide range of other international and U.S. developments… Read More »
Daily Comment (September 20, 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 a near miss yesterday when a Russian missile almost struck a Ukrainian nuclear power plant. We next review a wide range of other international and U.S. developments with the potential… Read More »
Daily Comment (September 19, 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, where the Ukrainians continue to make progress in their key counteroffensives. We next review a wide range of other international and U.S. developments with the potential to affect the financial markets… Read More »