Research & News
Daily Comment (March 19, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is currently awaiting the Fed’s rate decision later today. In sports news, Putin and Trump have expressed an openness to organizing hockey games between teams from their respective countries. Today’s Comment will cover our expectations for the latest… Read More »
Daily Comment (March 18, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a couple of notes on Japanese monetary policy and the Japanese stock market. We next review several other international and US developments with the potential to affect the financial markets today, including signs that the European Union… Read More »
Daily Comment (March 17, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a note on the Russia-Ukraine war, where Kyiv’s forces appear to be on the brink of losing their toehold in the Russian territory of Kursk ahead of planned peace talks. We next review several other international and… Read More »
Asset Allocation Bi-Weekly – Equities as an Inflation Hedge? (March 17, 2025)
by Daniel Ortwerth, CFA | PDF A time-honored belief holds that inflation is bad for stocks, but recent developments may be challenging this view. In this report, we step through the traditional narrative, review certain recent developments, and consider what might have changed in the relationship between inflation and stocks. Ultimately, we might be entering… Read More »
Daily Comment (March 14, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Markets are reacting to the news that a government shutdown was averted. In sports, Steph Curry made history by hitting his 4,000th 3-pointer in the Warriors’ victory over the Kings. Today’s Comment will explore the market’s recent correction, how a… Read More »
Daily Comment (March 13, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is currently weighing the possibility of a government shutdown. In sports news, Real Madrid secured a victory over cross-town rivals Atlético Madrid and advanced to the quarterfinals of the Champions League. Today’s Comment will delve into the bond… Read More »
Daily Comment (March 12, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Markets are digesting the latest inflation data. In sports, Gonzaga clinched a victory over Saint Mary’s in the West Coast Conference Finals. Today’s Comment will cover key developments, including the ongoing US-Canada trade tensions, Ukraine’s proposed 30-day ceasefire, and other… Read More »
Daily Comment (March 11, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a few words about yesterday’s steep sell-off in the US stock market. We next review several other international and US developments with the potential to affect the financial markets today, including increased investment in the European and… Read More »