Research & News

Daily Comment (June 26, 2024)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with the latest on the simmering China-Philippines tensions in the South China Sea. We next review several other international and US developments with the potential to affect the financial markets today, including a new down-leg in the value… Read More »

Daily Comment (June 25, 2024)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with further details on how Canada is considering antidumping tariffs against Chinese electric vehicles, as we flagged in a short blurb late last week. We next review several other international and US developments with the potential to affect… Read More »

Daily Comment (June 24, 2024)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a new antitrust suit by the European Union against US tech giant Apple. The suit suggests major US tech firms will be in the crosshairs of the EU’s new Digital Markets Act going forward. We next review… Read More »

Asset Allocation Bi-Weekly – Small Caps and the Hope for a Soft Landing (June 24, 2024)

by the Asset Allocation Committee | PDF They don’t call him Maestro for nothing. In the mid-1990s, Federal Reserve Chair Alan Greenspan achieved what was once thought of as impossible: an economic soft landing. As the US labor market showed signs of tightening, he raised interest rates from 3% to 6% in 1994 to preemptively… Read More »

Daily Comment (June 21, 2024)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Equity futures are holding steady as investors wait for fresh economic data to guide their next move. On the sports front, Argentina emerged victorious against Canada with a 2-0 win, setting the stage for the Copa América. Today’s Comment dives… Read More »

Daily Comment (June 20, 2024)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Equities are starting the day strong despite another round of disappointing economic data. In sports, Texas A&M dominated Florida, bringing them closer to clinching the College World Series title. Today’s Comment will explore why Nvidia’s momentum may wane, discuss the… Read More »

Daily Comment (June 18, 2024)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Note: There will be no Daily Comment tomorrow due to the holiday. Our Comment today opens with a new World Gold Council survey showing global central banks are likely to keep buying large amounts of gold, supporting prices for the yellow metal.… Read More »

Bi-Weekly Geopolitical Report – Mid-Year Geopolitical Outlook: Uncertainty Reigns (June 17, 2024)

by Patrick Fearon-Hernandez, CFA, Thomas Wash, Daniel Ortwerth, CFA, and Bill O-Grady | PDF As the first half draws to a close, we typically update our geopolitical outlook for the remainder of the year. This report is less a series of predictions as it is a list of potential geopolitical issues that we believe will… Read More »

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