Research & News
Daily Comment (December 11, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is currently digesting the latest inflation data. In sports news, two-time All-Star left-handed pitcher Max Fried inked a $218 million deal with the New York Yankees. Today’s Comment will delve into our thoughts on Trump’s pick to head… Read More »
Daily Comment (December 10, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with more signs that European countries intend to keep boosting their defense spending to counter the rising threat from Russia. We next review several other international and US developments with the potential to affect the financial markets today,… Read More »
Daily Comment (December 9, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with positive news that China may adopt more economic stimulus, along with the negative news that it has also opened an antitrust probe against Nvidia. We next review several other international and US developments with the potential to… Read More »
Asset Allocation Bi-Weekly – Household Cash Levels and the S&P 500 (December 9, 2024)
by the Asset Allocation Committee | PDF Retail money market levels remain elevated. This chart shows the weekly Friday close for the S&P 500 along with the level of retail money market funds. In general, cash being held can either remain held, be used to purchase goods and services, or be used to buy financial… Read More »
Daily Comment (December 6, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is processing the latest jobs data. In sports news, the Detroit Lions pulled off an impressive comeback against the Green Bay Packers, continuing their historically strong season. In today’s Comment, we’ll delve into the highly anticipated task force… Read More »
Daily Comment (December 5, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The markets have US jobs data in focus as they look to gauge the Fed’s next move. In sports, unranked Creighton pulled off an upset against No.1 ranked Kansas. Today’s Comment will explore why Republicans have postponed their push for… Read More »
Daily Comment (December 4, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is processing the latest ADP employment change data. In sports news, MLB free agent Juan Soto is nearing a deal with a new team. Today’s Comment will discuss why uncertainty abroad has helped boost US mega cap tech… Read More »
Daily Comment (December 3, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a provocative new operation by the Russian navy that may reflect the increased coordination and cooperation of the countries in the China-led bloc. We next review several other international and US developments with the potential to affect… Read More »