Research & News

Daily Comment (May 15, 2024)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Equities futures are off to a great start as the consumer price index ended its streak of disappointments. In sports news, the Denver Nuggets took a commanding 3-2 lead in their series against the Minnesota Timberwolves. Today’s Comment will explain… Read More »

Daily Comment (May 14, 2024)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Equity futures are off to a slow start due to a hotter-than-expected PPI report. In sports news, the Boston Celtics were able to snatch a 3-1 lead in the series against the Cleveland Cavaliers. Today’s Comment will explore why white-collar… Read More »

Daily Comment (May 13, 2024)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Equity futures are higher as investors await this week’s economic releases. In sports news, the Indiana Pacers were able to tie up the series with the New York Knicks. Today’s Comment explores why declining consumer sentiment may spell bad news… Read More »

Asset Allocation Bi-Weekly – The Immigration Paradox (May 13, 2024)

by the Asset Allocation Committee | PDF Throughout history, immigration has been a politically charged issue, creating a rift between capital and labor. Employers have advocated for looser immigration policies to fill job vacancies, particularly for positions that don’t offer high pay. Conversely, labor unions often push for stricter policies to prevent an influx of… Read More »

Daily Comment (May 10, 2024)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Equities are off to a great start as investors welcome signs of an economic slowdown. In sports news, the Cleveland Cavaliers scored an upset victory over the Boston Celtics last night. Today’s Comment explores how decisions by foreign central banks… Read More »

Daily Comment (May 9, 2024)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Equities are trading lower following a weaker-than-expected bond auction on Wednesday. However, in a thrilling turn of events, Real Madrid secured a comeback victory against Bayern Munich, booking their spot in the Championship Final against Borussia Dortmund. Today’s Comment explores… Read More »

Daily Comment (May 8, 2024)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with some notes on the stock market winners of the pandemic years and fundamentals in the silver market. We next review several other international and US developments with the potential to affect the financial markets today, including notes… Read More »

Daily Comment (May 7, 2024)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with projections that global exports and imports are set to grow faster again in 2024 and 2025. We next review several other international and US developments with the potential to affect the financial markets today, including a readout… Read More »

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