Daily Comment
Daily Comment (March 4, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! In today’s report, we continue our coverage of the Russian invasion of Ukraine. We next discuss some non-Ukraine news, including the Iran nuclear deal and the upcoming election in South Korea. We conclude with our pandemic coverage. Russian forces continue… Read More »
Daily Comment (March 3, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Today’s report begins with the latest developments of the Ukraine Crisis. We will then go over recent central bank news. Afterward, we will discuss economic and policy updates and conclude with our standard pandemic coverage. Russia-Ukraine Entering its 8th day,… Read More »
Daily Comment (March 2, 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, in which Russia appears to be ratcheting up its attacks on civilians. We next review a range of international and U.S. developments that have the potential to affect the financial markets… Read More »
Daily Comment (March 1, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF We begin today’s Comment with an update on the Russia-Ukraine war. The biggest development is that Russia seems poised to intensify its attacks and broaden them to include indiscriminate volleys against civilians. We next review a number of global, international, and U.S.… Read More »
Daily Comment (February 28, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with an extensive update on the Russia-Ukraine crisis. Among many significant developments over the weekend, the Russian offensive seems to have stalled, prompting talks between Russian and Ukrainian officials this morning. All the same, the U.S. and its… Read More »
Daily Comment (February 25, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Today’s Comment will keep our focus on the Russian invasion of Ukraine. We are seeing a modest “risk-on” this morning due to reports that Russia is open to talks on Ukraine. We have our doubts about Moscow’s sincerity, but the… Read More »
Daily Comment (February 24, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Today’s report will focus primarily on the Russian invasion of Ukraine. On this day of global crisis, we at Confluence express our gratitude to the members of the U.S. military and intelligence community who are standing by to serve and… Read More »
Daily Comment (February 23, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with an update on the Russia-Ukraine crisis, where the U.S. and other Western nations have now imposed sanctions on Russia for its deployment of troops into the Donbas region. Those sanctions are seen by many observers to be… Read More »
Daily Comment (February 22, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF On this historic day, as the post-Cold War global order hangs in the balance, our Comment opens with an update on the Russia-Ukraine crisis. Events on the ground are developing rapidly, but as of this writing, the key developments are that President… Read More »