Research & News
Daily Comment (September 6, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is closely parsing through the latest jobs data. In sports news, Patrick Mahomes of the Kansas City Chiefs surpassed Len Dawson as the team’s all-time passing leader while securing a victory over the Baltimore Ravens. In today’s Comment,… Read More »
Daily Comment (September 5, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is eagerly awaiting the services PMI data, seeking signs that the economy remains resilient. In sports, Cristiano Ronaldo and Lionel Messi have both been left off the Ballon d’Or shortlist for the first time since 2003. Today’s Comment… Read More »
Daily Comment (September 4, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Markets remain cautious amid lingering concerns about a potential recession. In sports news, Taylor Fritz advanced to his first Grand Slam semifinal at the US Open by defeating Alexander Zverev. Today’s Comment will delve into why recent manufacturing data has… Read More »
Daily Comment (September 3, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a global poll showing that dissatisfaction with high home prices and rental rates is now widespread across the developed world, although it’s unclear whether that will spur lower interest rates or increased homebuilding to improve affordability. We… Read More »
Daily Comment (August 30, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a note on the eurozone’s consumer price inflation, which has become (shall we say it?) more demure. We next review several other international and US developments with the potential to affect the financial markets today, including a… Read More »
Daily Comment (August 29, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is closely analyzing Nvidia’s latest earnings report to assess its implications for the future. In sports news, the New York Giants honored rookie wide receiver Malik Nabers by unretiring the iconic No. 1 jersey. Today’s Comment will explore… Read More »
Daily Comment (August 28, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Anticipation is high for Nvidia’s upcoming earnings report as markets hope for another strong performance. In sports news, NCAA football is considering eliminating the spring transfer window. Today’s Comment will explore the reasons behind rising confidence but declining job expectations.… Read More »
Daily Comment (August 27, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is eagerly awaiting earnings reports from several chip companies. In sports news, Dallas Cowboys’ wide receiver CeeDee Lamb has signed a new multi-year contract. Today’s Comment analyzes the influence of the Fed on equities, the impact of China’s… Read More »
Daily Comment (August 26, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with some new research confirming our positive view on the global defense industry going forward. We next review several other international and US developments with the potential to affect the financial markets today, including some notes on the… Read More »