Daily Comment
Daily Comment (January 3, 2022)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF In today’s Comment, we open with a major new U.S. regulatory initiative and further indications the U.S. and its NATO allies are trying to scare off Russia from any invasion of Ukraine. We next turn to a range of other… Read More »
Daily Comment (December 17, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF Note to readers: The Daily Comment will go on holiday after Friday’s comment and return on January 3, 2022. From all of us at Confluence Investment Management, have a Merry Christmas and Happy New Year! Good morning! U.S. equity futures… Read More »
Daily Comment (December 16, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF Note to readers: The Daily Comment will go on holiday after Friday’s comment and return on January 3, 2022. From all of us at Confluence Investment Management, have a Merry Christmas and Happy New Year! Good morning! So far this… Read More »
Daily Comment (December 15, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF Note to readers: The Daily Comment will go on holiday after Friday’s comment and return on January 3, 2022. From all of us at Confluence Investment Management, have a Merry Christmas and Happy New Year! We open today’s Comment with… Read More »
Daily Comment (December 14, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF Note to readers: The Daily Comment will go on holiday after Friday’s comment and return on January 3, 2022. From all of us at Confluence Investment Management, have a Merry Christmas and Happy New Year! In today’s Comment, we open… Read More »
Daily Comment (December 13, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF Note to readers: The Daily Comment will go on holiday after Friday’s comment and return on January 3, 2022. From all of us at Confluence Investment Management, have a Merry Christmas and Happy New Year! Good morning and happy Monday!… Read More »
Daily Comment (December 10, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF Good morning! Today’s report begins with a discussion about Starbucks (SBUX, USD,115.35). We then turn to U.S. economic and policy news, followed by China-related stories. International news is next, and we end with our pandemic coverage. Baristas in a Starbucks… Read More »
Daily Comment (December 9, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF Good morning! After several days of risk-on, today is shaping up as a risk-off session. Our coverage begins with economics and policy, where we discuss yesterday’s JOLTS data and inflation. Tomorrow we get CPI, and there are worries we will… Read More »
Daily Comment (December 8, 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, including a detailed readout from President Biden’s call with Russian President Putin yesterday. We next turn to international news, including an important report on how the Chinese government is planning to… Read More »