Daily Comment
Daily Comment (April 1, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! We begin today’s report with a brief update on the Russian invasion. Next, we discuss U.S. economic and policy news, with an emphasis on yesterday’s yield curve inversion. We follow with our international news roundup and COVID-19 coverage. Ukraine and… Read More »
Daily Comment (March 31, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today, we will begin our report with the latest updates on Russia’s invasion of Ukraine. The focus of the discussion will be on possible miscalculations from both Russia and the West. Next, we will give a brief roundup of the… Read More »
Daily Comment (March 30, 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 continued fighting suggests the optimism regarding yesterday’s peace talks was probably misplaced. We next review several international and U.S. developments with the potential to affect the financial markets today. We… Read More »
Daily Comment (March 29, 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, which remains broadly stalemated as a new round of negotiations start in Istanbul. We next review a range of international and U.S. developments with the potential to affect the financial… Read More »
Daily Comment (March 28, 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 the big stories are an apparent Russian decision to limit its war aims and President Biden’s off-the-cuff remark suggesting President Putin should be removed from power. We next review a… Read More »
Daily Comment (March 25, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s report will focus on internal fears that Russia will use chemical or nuclear weapons in Ukraine. Next is our U.S. economic and policy update, followed by international news. We conclude with our pandemic coverage. Following his meeting with NATO… Read More »
Daily Comment (March 24, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s report will continue with our focus on the Russian invasion of Ukraine. Afterward, we discuss non-Ukraine-related news and close with our pandemic coverage. President Biden plans to meet with NATO and EU leaders on Thursday to discuss imposing tougher… Read More »
Daily Comment (March 23, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Once again, our Comment opens with an update on the Russia-Ukraine war, where the leading news over the next couple of days is likely to be the major allied diplomatic meetings in Europe. We next review a range of international and U.S.… Read More »
Daily Comment (March 22, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF We begin today’s Comment 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. We wrap up with the latest news on the coronavirus pandemic. Russia-Ukraine: … Read More »