Daily Comment
Daily Comment (November 26, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with President-elect Trump’s latest vow to impose steep import tariffs on key trade partners once he is inaugurated to his new term. We next review several other international and US developments with the potential to affect the financial… Read More »
Daily Comment (November 25, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with news that the US military has been more involved in the recent China-Philippine tensions than was previously known. We next review several other international and US developments with the potential to affect the financial markets today, including… Read More »
Daily Comment (November 22, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is eagerly awaiting fresh consumer sentiment data to assess the strength of the US economy post-election. In sports, Shohei Ohtani of the Los Angeles Dodgers and Aaron Judge of the New York Yankees have been named MVPs of… Read More »
Daily Comment (November 21, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Markets are digesting Nvidia’s earnings report. In sports, Caitlin Clark has declined an offer to play in the Unrivaled three-on-three basketball league. Today’s Comment will cover Nvidia’s impact on the AI rally, the unintended consequences of trade restrictions, and updates… Read More »
Daily Comment (November 20, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Markets are eagerly awaiting Nvidia’s earnings report, due to be released later today. In sports, the Boston Celtics ended the Cleveland Cavaliers’ winning streak. Today’s Comment will cover potential candidates for US Treasury secretary, the role of high-income earners in… Read More »
Daily Comment (November 19, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with the latest sign of further global fracturing: a new Chinese policy further restricting the export of critical minerals with dual military and civilian uses. We next review several other international and US developments with the potential to… Read More »
Daily Comment (November 18, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with further evidence that factors such as high energy costs and heavy regulation are stifling European economic activity. We next review several other international and US developments with the potential to affect the financial markets today, including a… Read More »
Daily Comment (November 15, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is currently assessing the latest retail sales data. In sports news, the USMNT soccer team defeated Jamaica in the first leg of the quarterfinals of Concacaf Nations League. Today’s Comment will discuss why the Federal Reserve may scale… Read More »
Daily Comment (November 14, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Markets are closely watching the latest producer price inflation data for insights into the Fed’s upcoming rate decision. In sports, the Cleveland Cavaliers extended their unbeaten streak to thirteen, becoming the sixth NBA team to reach this milestone. Today’s Comment… Read More »