Research & News
Daily Comment (February 24, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with yesterday’s parliamentary elections in Germany, which will make center-right politician Friedrich Merz the country’s new chancellor. We next review several other international and US developments with the potential to affect the financial markets today, including a US… Read More »
Daily Comment (February 21, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is on hold as investors await the release of US PMI data, which will provide insight into the strength of the economy. In sports news, Canada secured a victory over the US in the 4 Nations Face-Off. Today’s… Read More »
Daily Comment (February 20, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is currently digesting the latest comments from President Trump regarding China. In sports news, reigning champions Real Madrid secured a dominant victory over Manchester City in the UEFA Champions League playoffs. Today’s Comment will cover our insights on… Read More »
Daily Comment (February 19, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Markets are weighing the threat of new tariffs. In sports news, Bayern Munich secured a Champions League playoff spot with a dramatic last-minute goal. Today’s Comment covers the latest tariff developments, updates on the Ukraine-Russia peace talks, and other key… Read More »
Daily Comment (February 18, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a recap of the big diplomatic meetings on the Russia-Ukraine war that have taken place over the last two days. We next review several other international and US developments with the potential to affect the financial markets… Read More »
Asset Allocation Bi-Weekly – Our Take on the Initial Trump Tariffs (February 18, 2025)
by the Asset Allocation Committee | PDF While investors broadly understood that the new Trump administration would impose import tariffs as a key part of its economic policy, concrete details weren’t available until the initial tariff announcements on February 1. Even though some of those tariffs were quickly “paused,” the announcements gave us our first… Read More »
Daily Comment (February 14, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Note: Due to the holiday, the Daily Comment will not be published on Monday, February 17. Happy Valentine’s Day! The market is currently processing the latest retail sales data. In sports news, the US dominated Finland in the NHL 4 Nations Face-Off.… Read More »
Daily Comment (February 13, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is processing the latest developments in Ukraine. In sports news, Canada was able to defeat Sweden in the NHL 4 Nations Face-Off. Today’s Comment will take a deeper dive into the CPI report, discuss the latest developments in… Read More »