Daily Comment
Daily Comment (February 28, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with an extensive update on the Russia-Ukraine crisis. Among many significant developments over the weekend, the Russian offensive seems to have stalled, prompting talks between Russian and Ukrainian officials this morning. All the same, the U.S. and its… Read More »
Daily Comment (February 25, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Today’s Comment will keep our focus on the Russian invasion of Ukraine. We are seeing a modest “risk-on” this morning due to reports that Russia is open to talks on Ukraine. We have our doubts about Moscow’s sincerity, but the… Read More »
Daily Comment (February 24, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Today’s report will focus primarily on the Russian invasion of Ukraine. On this day of global crisis, we at Confluence express our gratitude to the members of the U.S. military and intelligence community who are standing by to serve and… Read More »
Daily Comment (February 23, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with an update on the Russia-Ukraine crisis, where the U.S. and other Western nations have now imposed sanctions on Russia for its deployment of troops into the Donbas region. Those sanctions are seen by many observers to be… Read More »
Daily Comment (February 22, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF On this historic day, as the post-Cold War global order hangs in the balance, our Comment opens with an update on the Russia-Ukraine crisis. Events on the ground are developing rapidly, but as of this writing, the key developments are that President… Read More »
Daily Comment (February 18, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF In today’s Comment, we open with an update on the Russia-Ukraine crisis, where most of the optimism generated earlier in the week has now dissipated. Government officials and investors seem increasingly resigned to the possibility of war, as reflected in yesterday’s activity… Read More »
Daily Comment (February 17, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Once again, we open the Comment with the latest developments in the Russia-Ukraine crisis. As we warned earlier in the week, it increasingly looks like Russia was lying when it said it was starting to pull back its troops. Just as important,… Read More »
Daily Comment (February 16, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF In today’s Comment, we open with an update on the Russia-Ukraine crisis, where there still seems to be no concrete evidence that Russia is really pulling back its troops. We next cover several developments in U.S. economic policy, including a statement by… Read More »
Daily Comment (February 15, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Today’s Comment begins with tantalizing news that Russia may be pulling back its military forces from the Ukrainian border, although it’s important to stress that the move is not confirmed, and anything can still happen. Given that our discussion of the Russia-Ukraine… Read More »