Research & News
Daily Comment (October 31, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with an update on the Russia-Ukraine war, including the latest on Russia’s apparent withdrawal from the UN-brokered deal which allowed Ukraine to export grain from its southern ports. We next review a wide range of other international and… Read More »
Asset Allocation Bi-Weekly – The Inflation Adjustment for Social Security Benefits in 2023 (October 31, 2022)
by the Asset Allocation Committee | PDF Even for dedicated, successful investors who have built up a substantial nest egg, Social Security retirement and disability investments can be an important part of one’s financial security. For many Americans, Social Security benefits may be the only significant source of income in old age. On average, Social… Read More »
Daily Comment (October 28, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s Comment summarizes yesterday’s GDP report, including how it may impact U.S. monetary policy. Next, we review why central banks are hesitant to totally remove their policy accommodations as the world heads into recession. We end the report with a… Read More »
Daily Comment (October 27, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s Comment begins with our thoughts about a possible shift in Fed policy. Next, we discuss the rising angst in the European financial markets. Finally, the report reviews how the West is adapting to a changing geopolitical landscape. Are We… Read More »
Weekly Energy Update (October 27, 2022)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA | PDF Crude oil prices appear to be building in a base in the mid-$80s. (Source: Barchart.com) Crude oil inventories rose 2.6 mb compared to a 1.5 mb build forecast. The SPR declined 3.4 mb, meaning the net draw was 0.8 mb. In the details, U.S.… Read More »
Daily Comment (October 26, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with an update on the Russia-Ukraine war, including the latest on Moscow’s misinformation campaign claiming that the Ukrainians are planning to detonate a radioactive “dirty bomb.” We next review a wide range of other international and U.S. developments… Read More »
Daily Comment (October 25, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with an update on the Russia-Ukraine war, where Russia appears to have ratcheted down its recent missile, air, and drone attacks as it runs low on its inventory of weapons. We next review a wide range of other… Read More »