Daily Comment
Daily Comment (September 28, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF In today’s Comment, we open with a range of recent developments regarding U.S. fiscal and monetary policy. Next, we review international news that could have an impact on the financial markets today or in the near future. We wrap things… Read More »
Daily Comment (September 27, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning and happy Monday, the last one for September 2021 (time flies!). U.S. equity futures are mostly flat this morning, while crude oil is near a three-year high. Our coverage leads off with the German elections, which were something… Read More »
Daily Comment (September 24, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning, all! U.S. equity futures are signaling a lower open this morning. Today’s report begins with an Evergrande (EGRNF, USD, 0.3550) update and international news roundup. Next, we cover U.S. economics and policy developments. China news follows, and we… Read More »
Daily Comment (September 23, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning! U.S. equity futures are higher this morning as the market digests the continuing Evergrande (EGRNF, USD, 0.40) issue and the Fed meeting. Our coverage begins with the FOMC meeting. Evergrande is up next, followed by China news. We… Read More »
Daily Comment (September 22, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Today’s Comment begins with a range of U.S. news, touching on monetary policy, fiscal policy, bond market regulation, and relations with China. We next review the major international developments that could affect the financial markets today, including the latest information… Read More »
Daily Comment (September 21, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF In today’s Comment, we open with a discussion of new global inflation forecasts from the OECD and include some notes on monetary policy and inflation. We next turn to a range of U.S. and international developments that could impact the… Read More »
Daily Comment (September 20, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning on a rather blue (or, better said, red) Monday. U.S. equity futures are down hard this morning as stocks appear to be in a corrective phase. There is a lot of news this morning. There was a volcanic… Read More »
Daily Comment (September 17, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning, all! U.S. equity futures are pointing toward a lower open this morning. It has been a fairly quiet news day so far. Today’s report begins with an international news roundup followed by U.S. economics and policy. China news… Read More »
Daily Comment (September 16, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning. It looks like an “everything down day” so far, although the retail sales data (see below) offered some relief. U.S. equity futures currently are mixed after opening lower. Treasury prices are down a bit, and commodities are weaker… Read More »