Research & News
Daily Comment (January 23, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is currently awaiting President Trump’s remarks at Davos. In sports news, Aryna Sabalenka is one step closer to becoming the first woman since 1999 to win three consecutive Australian Opens. Today’s Comment will discuss Argentina’s unwillingness to take… Read More »
Daily Comment (January 22, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Markets are paying close attention to the new president. In sports, Ichiro Suzuki, CC Sabathia, and Bill Wagner were inducted into the National Baseball Hall of Fame. Today’s Comment covers Trump’s first few days in office, including his threats of… Read More »
Daily Comment (January 21, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a sampling of the key executive orders President Trump issued immediately after being inaugurated to his new term in office yesterday. We next review several other international and US developments with the potential to affect the financial… Read More »
Asset Allocation Bi-Weekly – Magnificent 7 to the Rescue! (January 21, 2025)
by the Asset Allocation Committee | PDF The traditional role of Treasurys as a safe-haven asset has eroded. For example, Treasury prices fell in the last quarter of 2024 despite escalating geopolitical tensions in the Middle East, concerns about global economic growth, and heightened political uncertainty in developed nations. This weakening in the demand for… Read More »
Daily Comment (January 17, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Note: Due to the holiday, the Daily Comment will not be published on Monday, January 20. Good morning! The market is currently digesting the latest economic data. In sports news, Manchester City striker Erling Haaland has signed a 10-year contract to stay… Read More »
Daily Comment (January 16, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is processing the latest development in the Israel-Hamas conflict. In sports news, three MLS teams are reportedly in discussions to sign Brazilian football star Neymar. Today’s Comment will share our thoughts on President Biden’s farewell address to the… Read More »
Daily Comment (January 15, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Markets are closely analyzing the latest CPI inflation data as they assess the Federal Reserve’s next steps. In sports, more than 100 Olympic athletes from the Paris games have returned their medals due to unexpected deterioration. Today’s Comment will explore… Read More »
Daily Comment (January 14, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with news that Israel and Hamas could be on the verge of a cease-fire deal that could help stabilize the Middle East and reduce the risk of disruption in the global energy market. We next review several other… Read More »