Daily Comment
Daily Comment (April 19, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Equities are off to a great start following optimism that tensions in the Middle East might be easing. On the lighter side, NHL fans rejoice — the playoffs begin this Sunday! Today’s Comment examines the potential effects of rising interest… Read More »
Daily Comment (April 18, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Equities are surging as investors await another round of earnings reports today. Meanwhile, Real Madrid, after dethroning Champions League champion Manchester City, now gear up for their semi-final clash against Bayern Munich. Today’s Comment explores how the Federal Reserve’s shifting… Read More »
Daily Comment (April 17, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with the latest on the potential for a broader, more intense war in the Middle East. We next review a wide range of other international and US developments with the potential to affect the financial markets today, including… Read More »
Daily Comment (April 16, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with an examination of China’s latest economic growth, which will have a big impact on global markets. We next review a wide range of other international and US developments with the potential to affect the financial markets today,… Read More »
Daily Comment (April 15, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with an update on the Iran-Israel situation, where investors are expecting tensions to cool, but we think risks remain elevated. We next review a wide range of other international and US developments with the potential to affect the… Read More »
Daily Comment (April 12, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Equities are off to a slow start today as investors await key bank earnings reports. In a separate development, NFL fans are buzzing after quarterback Tom Brady hinted at a possible return. Today’s Comment examines the contrasting monetary policies of… Read More »
Daily Comment (April 11, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Equities are mixed after the weaker-than-expected PPI report. In a Champions League upset, Barcelona edged past PSG in Paris, and took a 1-goal lead into the return leg. Today’s Comment examines how rising inflation (CPI) impacts interest rates, explores the… Read More »
Daily Comment (April 10, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with a major new speech by a top European Union policymaker that calls for greater US-EU coordination to counter China’s unfair trade practices — a call that is likely to anger Beijing and fuel greater tensions between the… Read More »
Daily Comment (April 9, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with some observations on gold prices, which hit a record high yesterday. We next review a wide range of other international and US developments with the potential to affect the financial markets today, including more signs of a… Read More »