Daily Comment
Daily Comment (May 20, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s report begins with a brief update on the war in Ukraine. Afterward, there is a discussion on the Federal Reserve’s determination to rein in inflation at all costs. Next, we look at international news, followed by economics and policy.… Read More »
Daily Comment (May 19, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Our report begins with the market’s reaction to disappointing quarterly reports from major retailers. Afterward, we give an update on the Russian invasion of Ukraine. Next is a discussion about Sri Lanka’s default and rising tensions surrounding Taiwan. We end… Read More »
Daily Comment (May 18, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment opens with an update on the Russia-Ukraine war, where Russian President Putin appears to be facing increasing popular discontent with the war. We also provide a detailed discussion of the implications now that Sweden and Finland have formally applied for… Read More »
Daily Comment (May 17, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Today, we open our Comment with an update on the Russia-Ukraine war, where the Russian offensives still seem to be stalled, and Ukraine continues to build its momentum. We next review a range of international and U.S. developments with the potential to… Read More »
Daily Comment (May 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. Russian forces remain undermanned and largely stalled out, while Ukrainian forces are launching even more aggressive counterattacks. We next review a range of international and U.S. developments with the potential to… Read More »
Daily Comment (May 13, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s report begins with updates on stablecoin and the war in Ukraine. Next, we go over the latest U.S. economic and policy news, including a discussion about Fed Chair Powell’s Senate confirmation for a second term. We then review international… Read More »
Daily Comment (May 12, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today, we begin with a discussion about yesterday’s CPI report. Next is an update on the Ukraine war. We then cover economic and policy news, focusing on cryptocurrencies. Last, we go over some international news and our coronavirus coverage. Inflation… Read More »
Daily Comment (May 11, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment begins with an update on the Russia-Ukraine war. We next review a range of international and U.S. developments with the potential to affect the financial markets today, including confirmation that the European Central Bank will hike its benchmark interest rate… Read More »
Daily Comment (May 10, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Today’s Comment opens with an update on the Russia-Ukraine war. Russian forces remain bogged down in the face of strong Ukrainian resistance and their own poor planning, weak execution, low morale, and resource shortages. We next review a range of international and… Read More »