Daily Comment
Daily Comment (April 26, 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 Russia’s refocus on attacking eastern Ukraine still seems stalled, but Western officials, sensing Russian weakness, continue to call for stronger support for the Ukrainians. We next review a range of… Read More »
Daily Comment (April 25, 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. We next review a range of international and U.S. developments with the potential to affect the financial markets today. Perhaps the most important development on that score is that French President Macron… Read More »
Daily Comment (April 22, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s report begins with a discussion of how a hawkish Federal Reserve could impact financial markets and the global economy. Next, we review the latest international news, including developments in the Russian invasion of Ukraine. Afterward, we give a brief… Read More »
Daily Comment (April 21, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s report opens with a discussion of the growing division within Russia over its invasion of Ukraine and what it could mean for emerging markets. Next, we briefly discuss other international news stories and close with our pandemic coverage. Russian… Read More »
Daily Comment (April 20, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today begins with an update on the Russia-Ukraine war. Russian forces continue to ratchet up their attacks on eastern and southern Ukraine, and the U.S. is preparing a new shipment of artillery and other heavier arms. We next review a… Read More »
Daily Comment (April 19, 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; reports suggest Russian forces have launched the long-anticipated Battle for Donbas. We next review a range of international and U.S. developments with the potential to affect the financial markets. We… Read More »
Daily Comment (April 18, 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 it appears the southeastern city of Mariupol is about to fall to the Russians. We next review a range of international and U.S. developments with the potential to affect the… Read More »
Daily Comment (April 14, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! In today’s report, we give a fresh update on the Russian invasion of Ukraine and what it may mean for the global economy. Next is a brief overview of international news, followed by economic and policy news. We end with… Read More »
Daily Comment (April 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, including a discussion of the trend toward ever-greater U.S. and European sanctions, weapons shipments, and alliance building against Russia, which are likely to lead to greater risks over time. We next… Read More »