Research & News
Asset Allocation Bi-Weekly – Our Take on the Initial Trump Tariffs (February 18, 2025)
by the Asset Allocation Committee | PDF While investors broadly understood that the new Trump administration would impose import tariffs as a key part of its economic policy, concrete details weren’t available until the initial tariff announcements on February 1. Even though some of those tariffs were quickly “paused,” the announcements gave us our first… Read More »
Daily Comment (February 14, 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Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Note: Due to the holiday, the Daily Comment will not be published on Monday, February 17. Happy Valentine’s Day! The market is currently processing the latest retail sales data. In sports news, the US dominated Finland in the NHL 4 Nations Face-Off.… Read More »
Daily Comment (February 13, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is processing the latest developments in Ukraine. In sports news, Canada was able to defeat Sweden in the NHL 4 Nations Face-Off. Today’s Comment will take a deeper dive into the CPI report, discuss the latest developments in… Read More »
Daily Comment (February 12, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Markets are reacting to the latest inflation figures this morning. On the sports front, Real Madrid narrowly defeated Manchester City in the first leg of their highly anticipated playoff series. Today’s Comment will cover the increasing influence of AI, Fed Chairman… Read More »
Daily Comment (February 11, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with the latest vague promise by the Chinese government to boost consumer spending and spur economic growth. We next review several other international and US developments with the potential to affect the financial markets today, including a planned… Read More »
Bi-Weekly Geopolitical Report – Middle Eastern Stock Markets: An Overview (February 10, 2025)
by Daniel Ortwerth, CFA | PDF All the attention paid to the strong performance of United States stock markets in recent years can easily distract us from what might be happening in other markets around the world. A quick review of global stock markets reveals that one region, the Middle East, has seen its market… Read More »
Daily Comment (February 10, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with news that the Russian intelligence services are trying to take advantage of the job buyouts currently being offered to employees of the US intelligence community. The situation highlights the risk that the personnel turnover could affect the… Read More »