Daily Comment
Daily Comment (October 29, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is currently awaiting the latest earnings reports from several mega-cap tech companies. In sports news, Rodri from Manchester City has been awarded the Ballon d’Or for the 2023/2024 season. Today’s Comment will address rising concerns about financing the… Read More »
Daily Comment (October 28, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with the aftermath of Israel’s airstrikes on Iran over the weekend. The bottom line is that both countries are showing signs of restraint, which has reduced the risk of a broader regional conflict and therefore pushed global energy… Read More »
Daily Comment (October 25, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is eagerly awaiting the latest University of Michigan survey data to assess consumer sentiment ahead of the election. In sports news, the New York Yankees are set to take on the Los Angeles Dodgers in the first game… Read More »
Daily Comment (October 24, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is currently processing new earnings data. In sports news, Barcelona convincingly defeated Bayern Munich in the Champions League this week. Today’s Comment will begin with our analysis of the latest Federal Reserve Beige Book. We will then share… Read More »
Daily Comment (October 23, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is eagerly awaiting the latest wave of earnings reports. In sports news, Real Madrid staged a remarkable comeback and defeated Borussia Dortmund 5-2 with five unanswered second-half goals. Today’s Comment will explore the market’s anticipation of a Republican… Read More »
Daily Comment (October 22, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a preview of the big BRICS summit of emerging-market nations such as China, Russia, and Iran. Since the group includes key countries in China’s geopolitical bloc, we’ll be looking to see how much General Secretary Xi dominates… Read More »
Daily Comment (October 21, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a statement from a European monetary policymaker that suggests the European Central Bank could cut its benchmark short-term interest rates more slowly than investors expect, just as we think the Federal Reserve could cut US rates more… Read More »
Daily Comment (October 18, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF The market is currently processing the recent GDP data from China. In sports news, the Cleveland Guardians stunned the New York Yankees with a 10th-inning home run to win Game 3 of the ALCS. Today’s Comment will discuss why consumer spending has… Read More »
Daily Comment (October 17, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is currently analyzing the latest retail sales data. In sports news, the New York Liberty secured a victory against the Minnesota Lynx in Game 3 of the WNBA Finals, taking a 2-1 lead in the series. Today’s Comment… Read More »