Daily Comment
Daily Comment (November 17, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF Today’s Comment begins with a range of U.S.-related developments, including news that Monday’s summit between Presidents Biden and Xi opened the possibility of negotiations for a nuclear arms control deal with the U.S. and China. We next turn to several… Read More »
Daily Comment (November 16, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF In today’s Comment, we open with a few important international developments, including last night’s U.S.-China virtual summit and a potential worsening of Europe’s energy crisis. We also cover several other U.S. and foreign economic and political developments. We wrap things… Read More »
Daily Comment (November 15, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF Good morning and happy Monday! U.S. equity futures are pointing to a higher open, while oil prices continue to decline. President Biden will hold a signing ceremony for the infrastructure package today. Our coverage begins with an overview of today’s… Read More »
Daily Comment (November 12, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF Good morning! U.S. equity futures are signaling a higher open this morning. Today’s report begins with U.S. economic and policy news, followed by our roundup of China-related stories. International news is next, and we conclude with our pandemic coverage. Economics… Read More »
Daily Comment (November 11, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF Good morning; it’s Veterans Day. A sincere thanks to all who served. It’s also Single’s Day, but the Chinese celebration is lower key this year under conditions of shared prosperity. Risk markets are higher this morning, with gold continuing to… Read More »
Daily Comment (November 10, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF Today’s Comment opens with key U.S. developments that could have an impact on the financial markets today, including news of a new government crackdown on crime at big companies. We next cover a range of international news, including the appointment… Read More »
Daily Comment (November 9, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF In today’s Comment, we open with a range of U.S. news, including new details on a corporate tax hike in the Democrats’ proposed health, education, and climate bill. The U.S. news also includes the latest opening on the Federal Reserve’s… Read More »
Daily Comment (November 8, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF Good morning and happy Monday! It’s lighter in the morning but will be darker earlier. Risk markets are modestly higher this morning. Tesla (TSLA, USD, 1222.09) is making news (and might be lowering the major indices) after Elon Musk had… Read More »
Daily Comment (November 5, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning! A strong jobs report has pushed U.S. equity futures higher this morning. Today’s Comment begins with U.S. economic and policy news followed by several China-related stories. International news is next, and we conclude with our pandemic coverage. Economics… Read More »