Research & News
Daily Comment (February 3, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! The overnight news was relatively tame, but we are following several stories. Today’s report begins with recent developments regarding the Ukraine situation. Up next, we discuss U.S. economic and policy news with an update on President Biden’s pick to fill… Read More »
Weekly Energy Update (February 3, 2022)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA | PDF Since troughing in early December, oil prices have been steadily rising due to tightening supplies. We are approaching the highs set in November. Crude oil inventories unexpectedly fell 1.0 mb compared to a 1.8 mb build forecast. The SPR declined 1.9 mb, meaning the… Read More »
Daily Comment (February 2, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF In today’s Comment, we open with the latest developments in the Russia-Ukraine crisis. There is late-breaking news of the first troop deployments from the U.S. to NATO countries in Eastern Europe. We follow that with other U.S. and U.S.-related news that could… Read More »
Daily Comment (February 1, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF We open today’s Comment with an update on the Russia-Ukraine crisis, where we see a glimmer of hope that war will be avoided (although anything can still happen). We next turn to a wide range of mostly policy-related U.S. developments. After that,… Read More »
Bi-Weekly Geopolitical Report – Two Power Plays in Kazakhstan (January 31, 2022)
by Patrick Fearon-Hernandez, CFA, and Bill O’Grady | PDF Don’t miss the accompanying Geopolitical Podcast, now available on our website and most podcast platforms: Apple | Spotify | Google Over the past month, unrest has developed in Kazakhstan. The unrest began as protests against rising fuel prices, but it soon blossomed into broader, more widespread,… Read More »
Daily Comment (January 31, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF In today’s Comment, we open with the latest developments in the Russia-Ukraine crisis, which will be discussed today at the United National Security Council meeting. We next turn to U.S. news, including a preview of this week’s confirmation hearing for economist Philip… Read More »
Daily Comment (January 28, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Today’s report begins with an update on the Ukraine situation, where tensions may be easing. We then look at U.S. economic and policy news and China-related stories. International news is next, and we conclude with our pandemic coverage. After weeks… Read More »
Daily Comment (January 27, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Today’s report begins with a discussion about the Federal Reserve meeting on Wednesday. Next, we discuss U.S. economics and policy news with an update on the Ukraine situation. We then turn to China-related stories. International news follows, and we end… Read More »