Daily Comment
Daily Comment (October 4, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning on the first Monday of October. Risk markets are generally lower this morning as uncertainty in Washington and worries about valuations weigh on sentiment. USTR Tai will discuss the trade relationship with China today. We discuss what we… Read More »
Daily Comment (October 1, 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 signaling a higher open this morning. Today’s report begins with an international news roundup followed by U.S. economics and policy coverage. China news is next, and we end the report with our pandemic coverage.… Read More »
Daily Comment (September 30, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning as we bid farewell to Q3. Although there is plenty to worry about, equities continue to move up on that wall of worry. Our coverage begins with a recap of legislation and other concerns in Washington; today could… Read More »
Daily Comment (September 29, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF We open today’s Comment with the latest brinksmanship in Congress over the federal government’s debt limit and budget, along with a note on Federal Reserve Chair Powell’s prospects of being reappointed to a second term later this year. We next… Read More »
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 »