Daily Comment
Daily Comment (June 7, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF We open our Comment today with an update on the Russia-Ukraine war, where the Russians continue to gain small amounts of territory in eastern Ukraine while the Ukrainians stage modestly successful counterattacks. We next review a range of international and U.S. developments… Read More »
Daily Comment (June 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. Russian troops continue to make some progress in seizing territory in Ukraine’s eastern Donbas region, but the Ukrainians are also launching some small but successful counterattacks. We next review a range… Read More »
Daily Comment (June 3, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s report begins with an update on the Russian invasion of Ukraine. Next, we discuss the latest economic and policy news, including our thoughts on recent Fed comments. Afterward, we review some international stories that could impact markets today and… Read More »
Daily Comment (June 2, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Optimism about a possible increase in Saudi oil production boosted S&P 500 futures this morning; however, relatively weak private payroll numbers have led to some moderation. Today’s report opens with an overview of the Federal Reserve Beige Book. Next, we give an… Read More »
Daily Comment (June 1, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Today, our Comment opens with an update on the Russia-Ukraine war; Russian forces continue to seize some territory in Ukraine’s eastern Donbas region, and Ukrainian forces continue staging what appears to be a tactical retreat. We next review a range of international… Read More »
Daily Comment (May 31, 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 continue to make progress toward their scaled-down goal of seizing all of Ukraine’s eastern Donbas region. In other major news regarding the war, the European Union has finally… Read More »
Daily Comment (May 27, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! U.S. equities continue to rally as investors no longer fear that the Fed will become more hawkish. Additionally, a drop in mortgage rates and a strong performance from retailers have boosted investor sentiment. Today’s report begins with the rising popularity… Read More »
Daily Comment (May 26, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s report begins with a summary of the Fed meeting minutes and other central bank news. Next, we discuss the latest developments in the Russia-Ukraine war. Afterward, we go over the pushback regarding China’s zero-COVID strategy and the possibility of… Read More »
Daily Comment (May 25, 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 are now making better gains toward their newly reduced goals. We next review a range of international and U.S. developments with the potential to affect the financial markets. … Read More »