Daily Comment
Daily Comment (July 21, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Today’s Comment begins with a discussion about the European Central Bank’s decision to raise rates by 50 bps. Next, we examine changes in governments in the U.K. and Italy, followed by an update on the Russia-Ukraine war. The report ends with a… Read More »
Daily Comment (July 20, 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 in the war appear to be ramping up their attacks again, but the key developments today revolve around Europe’s intensifying efforts to prepare for a complete cut-off of Russian… Read More »
Daily Comment (July 19, 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 further evidence that Russia’s aggression has sparked a major, long-lasting increase in global defense spending. We next review a wide range of other international and U.S. developments with the potential… Read More »
Daily Comment (July 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 Russia appears to be ramping up its ground attacks and missile barrages again after a partial operational pause. We next review a wide range of other international and U.S. developments… Read More »
Daily Comment (July 15, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF In today’s Comment, we will provide updates on U.K. elections, Draghi’s resignation, and possible price caps, all of which are potential threats to the Western bloc’s unification against Russia. Next, we discuss international news with a focus on China’s latest GDP. We… Read More »
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 »