Daily Comment
Daily Comment (May 3, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF We begin today’s Comment with our update on the Russia-Ukraine war. Military action yesterday apparently involved no new Russian advances, even as the U.S. warned that Russia is preparing to annex the swaths of eastern and southern Ukraine that it currently occupies. … Read More »
Daily Comment (May 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, where Russian forces continue to make only limited territorial gains but have intensified their efforts to Russify the areas they already occupy. We next review a range of international and U.S.… Read More »
Daily Comment (April 29, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s report begins with a brief update on the Russia-Ukraine war. Next, we review international news, focusing on the yen’s depreciation against the dollar. Afterward, we discuss U.S. economic and policy news. We end with our COVID-19 coverage. Russian and… Read More »
Daily Comment (April 28, 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 War in Ukraine, while Europe is coping with Russia cutting off gas supplies. Next, we discuss international news, followed by our economics and policy coverage, and we close with the latest COVID-19… Read More »
Daily Comment (April 27, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Today’s Comment opens with our update on the Russia-Ukraine war, where Russian forces are now consistently making some small territorial gains in eastern and southern Ukraine. There are also increasing signs that the war may be spreading into Moldova, which lies on… Read More »
Daily Comment (April 26, 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’s refocus on attacking eastern Ukraine still seems stalled, but Western officials, sensing Russian weakness, continue to call for stronger support for the Ukrainians. We next review a range of… Read More »
Daily Comment (April 25, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment opens 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. Perhaps the most important development on that score is that French President Macron… Read More »
Daily Comment (April 22, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s report begins with a discussion of how a hawkish Federal Reserve could impact financial markets and the global economy. Next, we review the latest international news, including developments in the Russian invasion of Ukraine. Afterward, we give a brief… Read More »
Daily Comment (April 21, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s report opens with a discussion of the growing division within Russia over its invasion of Ukraine and what it could mean for emerging markets. Next, we briefly discuss other international news stories and close with our pandemic coverage. Russian… Read More »