Daily Comment
Daily Comment (July 14, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Today’s Comment begins with a discussion about the latest CPI report and its impact on the Federal Reserve’s decision to raise rates. We then briefly review Biden’s trip to Israel. Next, we give an update on the latest development from Russia’s war… Read More »
Daily Comment (July 13, 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. Both sides remain in an operational pause, of sorts, but they continue to stage limited, localized attacks on each other. We next review a wide range of other international and U.S.… Read More »
Daily Comment (July 12, 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, focusing on the two sides’ artillery attacks even as they remain generally in an operational pause. We next review a wide range of other international and U.S. developments with the potential… Read More »
Daily Comment (July 11, 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, although there is relatively little to report since both sides remain in an operational pause. We next review a wide range of other international and U.S. developments with the potential to… Read More »
Daily Comment (July 8, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Today’s Comment begins with a discussion about Shinzo Abe’s unfortunate assassination. We then examine central bank news from Europe and the U.S. and its impact on the euro-dollar exchange rate. Next, we provide an update on the latest development from the Ukraine… Read More »
Daily Comment (July 7, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Today’s Comment begins with a recap of the minutes from the FOMC meeting in June. Next, we discuss the latest events in Ukraine and other situations related to the war. Afterward, we review various stories from around the world, including developments in… Read More »
Daily Comment (July 6, 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 an important indication that Russia still intends to take over or control the whole of Ukraine. We then review a wide range of other international and U.S. developments with the… Read More »
Daily Comment (July 5, 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 Russian forces seem to be on their way toward fully seizing Ukraine’s eastern Donbas region. We next review other international and U.S. developments with the potential to affect the financial… Read More »
Daily Comment (July 1, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Today’s Comment begins with discussing the latest Supreme Court ruling and its potential ramifications. Next, we examine crypto regulations and the latest update in the Ukraine war. We conclude with a review of various stories that we expect to impact markets. EPA… Read More »