Research & News
Daily Comment (July 7, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Today’s Comment begins with a recap of the minutes from the FOMC meeting in June. Next, we discuss the latest events in Ukraine and other situations related to the war. Afterward, we review various stories from around the world, including developments in… Read More »
Daily Comment (July 6, 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 an important indication that Russia still intends to take over or control the whole of Ukraine. We then review a wide range of other international and U.S. developments with the… Read More »
Daily Comment (July 5, 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 Russian forces seem to be on their way toward fully seizing Ukraine’s eastern Donbas region. We next review other international and U.S. developments with the potential to affect the financial… Read More »
Daily Comment (July 1, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Today’s Comment begins with discussing the latest Supreme Court ruling and its potential ramifications. Next, we examine crypto regulations and the latest update in the Ukraine war. We conclude with a review of various stories that we expect to impact markets. EPA… Read More »
Daily Comment (June 30, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s Comment will start with a discussion about remarks made by central bank officials during the ECB forum. Next, the reports will provide the latest update on the Russia-Ukraine war. Afterward, we provide a summary of international news from China,… Read More »
Weekly Energy Update (June 30, 2022)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA | PDF (N.B.=> due to Independence Day, the next report will be issued on July 14.) The DOE has resolved its systems issues and released weekly data for 6/17/22 and 6/24/22. We update the data below. After a sharp correction on recession worries, crude oil prices… Read More »
Daily Comment (June 29, 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. We next review other international and U.S. developments with the potential to affect the financial markets today. We wrap up with the latest news on the coronavirus pandemic. Note: Because COVID-19… Read More »
Daily Comment (June 28, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment opens with an update on the Russia-Ukraine war, including a discussion regarding the actions taken against Russia by leaders at the Group of Seven summit, which ended today. We next review other international and U.S. developments with the potential to… Read More »
Daily Comment (June 27, 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. New sanctions are being discussed by Western leaders. We next review other international and U.S. developments with the potential to affect the financial markets today, including multiple items relating to China. … Read More »