Daily Comment
Daily Comment (January 27, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Today’s report begins with a discussion about the Federal Reserve meeting on Wednesday. Next, we discuss U.S. economics and policy news with an update on the Ukraine situation. We then turn to China-related stories. International news follows, and we end… Read More »
Daily Comment (January 26, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Today’s Comment opens with an update on the Russia-Ukraine crisis, in which the U.S. and its European allies are apparently coalescing around a set of sanctions and other actions to deter Russia from attacking. We next preview today’s Federal Reserve decision on… Read More »
Daily Comment (January 25, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Today’s Comment opens with a rather lengthy discussion of the Russia-Ukraine crisis and what it may mean for the geopolitical trends of the last several decades. We show that the crisis has the potential (though not the certainty) of rolling back some… Read More »
Daily Comment (January 24, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF In today’s Comment, we open with the building of geopolitical tensions along the Russia-Ukraine border and in the waters off the coast of China. We next review various political and economic developments around the world, including a brief comment regarding this week’s… Read More »
Daily Comment (January 21, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Today’s report begins with Treasury Secretary Yellen’s outlook on inflation. We then turn to a report from the Federal Reserve regarding digital currencies and comment on a few other U.S. economic and policy news items. Next, we discuss details about… Read More »
Daily Comment (January 20, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Treasury yields have moderated, and equity futures are higher. Today’s report begins with a few items from President Biden’s speech yesterday. Next, we discuss U.S. economic and policy news followed by China-related stories. International news follows, and we end with… Read More »
Daily Comment (January 19, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Today, our Comment begins with remarks regarding yesterday’s market volatility. We next provide an update on the tensions at the Russia-Ukraine border. We then cover a few U.S. and international news items that have the potential to affect the financial markets today,… Read More »
Daily Comment (January 18, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF In today’s Comment, we open with a few remarks on the downdraft this morning in most global financial markets. We next provide an update on Russia’s military buildup along its Ukraine border. We then cover a range of other international news developments. … Read More »
Daily Comment (January 14, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Today’s report begins with President Biden’s Fed picks and additional U.S. economic and policy news. Next, we discuss China’s trade surplus. We then focus on international news, and we conclude with a pandemic update. Economics and policy: The White House… Read More »