Daily Comment
Daily Comment (July 1, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning and welcome to the third quarter! We are now in the second half of 2021. U.S. equity futures are mostly marking time this morning, but commodities are starting the second half on a tear. Tomorrow, we get the… Read More »
Daily Comment (June 30, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Today’s Comment opens with new developments related to U.S. monetary and regulatory policy. We then turn to a review of some key economic data from China and various other international news. We close with the latest developments related to the… Read More »
Daily Comment (June 29, 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 U.S. and global news regarding regulation and taxes, followed by various international political developments. We conclude with our usual news update related to the coronavirus pandemic, including important new research indicating… Read More »
Daily Comment (June 28, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning and happy Monday. U.S. equity futures are mixed and trading quietly as we close out the second quarter this week. We lead off today with the Western heat wave. Up next, we discuss U.S. airstrikes in the Syrian/Iranian… Read More »
Daily Comment (June 25, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning, all! U.S. equities appear to be headed for a higher open this morning. We begin with a discussion about the impact that transitory effects may have on the global economy. International news follows, with reports on India restoring… Read More »
Daily Comment (June 24, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning! Risk assets are trending higher this morning. Although the Fed scare remains in the background, as the markets become accustomed to the change in tone, we are seeing a resumption in earlier trends. China news leads our coverage… Read More »
Daily Comment (June 23, 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 developments regarding U.S. monetary and fiscal policy, followed by news that a socialist may be poised to become the mayor of a major U.S. city for the first time in decades. Next, we… Read More »
Daily Comment (June 22, 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 the latest developments regarding U.S. monetary and fiscal policy. We follow that with news on the growing push for tighter antitrust regulation–including in college sports! We then cover various international developments before wrapping up… Read More »
Daily Comment (June 21, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Happy Monday, the day after the summer solstice. Days will get shorter from here! We are watching the destruction waged by TS Claudette that moved through the Southeast over the weekend. The storm is on its way back to the… Read More »