Research & News
Bi-Weekly Geopolitical Report – Venezuela Threatens Guyana (March 25, 2024)
by Patrick Fearon-Hernandez, CFA | PDF Even though “Great Power” competition between big countries like the United States and China is once again the main source of tension in international affairs, smaller-scale tensions and conflicts involving regional powers still have the potential to disrupt key supply chains and escalate into broader wars. One such potential… Read More »
Daily Comment (March 25, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with a note on Congress’s passing of the last funding bills for the federal government on Friday and the resulting political clashes in the Republican Party. We next review a wide range of other international and US developments… Read More »
Daily Comment (March 22, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Stocks have pulled back from their recent highs after the Federal Reserve meeting, while the University of Oakland is writing its Cinderella story after upsetting powerhouse University of Kentucky in the NCAA tournament. Today’s Comment examines why the recent global… Read More »
Daily Comment (March 21, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Stocks are rallying this morning as investors remain optimistic about the Fed achieving a soft landing. In sports news, March Madness tips off today, and we’re calling a win for the University of North Carolina. Today’s Comment dives into key… Read More »
Daily Comment (March 20, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with the latest statement by a high-ranking European official warning of a possible war with Russia. We next review a range of other foreign and US developments with the potential to affect the financial markets, including a new… Read More »
Daily Comment (March 19, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment opens with confirmation that today the Bank of Japan ended its many years of negative interest rates. We next review a range of other international and US developments with the potential to affect the financial markets, including reports that the… Read More »
Daily Comment (March 18, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with the Bank of Japan’s likely abandonment of negative interest rates this week. We next review a wide range of other international and US developments with the potential to affect the financial markets today, including news that even… Read More »
Asset Allocation Bi-Weekly – The Fed’s Other Policy Tool (March 18, 2024)
by the Asset Allocation Committee | PDF While the Federal Reserve’s dual mandate focuses on achieving maximum employment and stable prices, managing long-term interest rates has also played a significant role since the enactment of the Federal Reserve Act in 1977.[1] Recent actions have raised questions about the Fed potentially anchoring the 10-year Treasury yield… Read More »
Daily Comment (March 15, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Equities are off to a so-so start as investors brace for next week’s FOMC meeting. In sports news, the Champions League matchups are set, with a highly anticipated clash between Real Madrid and Manchester City in the quarterfinals. Today’s Comment… Read More »