Daily Comment
Daily Comment (August 22, 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 very few new territorial gains are being made by either side, but the weekend assassination of a Russian nationalist influencer has sparked concern that Russia may now be forced to… Read More »
Daily Comment (August 19, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Today’s Comment begins with a discussion concerning central bank policies and how they may help foreign currencies to appreciate against the dollar. Next, we review whether the U.S. and China’s power struggle in Asia could benefit U.S. firms with domestic operations. We… Read More »
Daily Comment (August 18, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Today’s Comment is split into two sections. In the first half, we explain why speculation about a Fed pivot is premature. We briefly summarize the meeting minutes, show the market’s reaction, and discuss how the strong jobs market will affect the central… Read More »
Daily Comment (August 17, 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 how the conflict is driving up global energy prices. We next review a wide range of other international and U.S. developments with the potential to affect the… Read More »
Daily Comment (August 16, 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 Russians continue to face troop constraints and the Ukrainians continue to find success in attacking Russian troop concentrations and logistical nodes. We next review a wide range of other… Read More »
Daily Comment (August 15, 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 disposition of forces has changed relatively little in recent days. We next review a wide range of other international and U.S. developments with the potential to affect the financial… Read More »
Daily Comment (August 12, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning. Today’s Comment starts with a discussion of tensions in Asia and how they could impact global supply chains. Next, we review the ongoing energy crisis in Europe and its effects on the global economy. Finally, we conclude with our thoughts… Read More »
Daily Comment (August 11, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s Comment is divided into two main sections, starting with reactions from the market and the Fed to the latest CPI data. We include our thoughts on whether the Fed will pivot and why we are not convinced that inflation… Read More »
Daily Comment (August 10, 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 lots of new developments related to the world’s energy markets. We next review a wide range of other international and U.S. developments with the potential to affect the financial markets… Read More »