Daily Comment
Daily Comment (January 17, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with a slew of reports related to China and its recent shift toward supporting domestic economic growth and easing tensions with the West. We next review a wide range of other international and U.S. developments with the potential… Read More »
Daily Comment (January 13, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Today’s Comment begins with a discussion on whether the Fed is close to ending its rate-hiking cycle. Next, we explain why changes to Japan’s controversial yield-curve-control policy pose a risk to the international financial system. The report ends with our… Read More »
Daily Comment (January 12, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Today’s Comment begins with our thoughts on the latest Consumer Price Index report and its implications for Fed policy. Next, we discuss the impact that China’s reopening is having on markets. The report concludes with our thoughts on Germany’s response… Read More »
Daily Comment (January 11, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with an update on the Russia-Ukraine war, where a key Russian blogger has broken taboo and directly criticized President Putin for his management of the invasion. We next review a wide range of other international and U.S. developments… Read More »
Daily Comment (January 10, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with the news of a potential mine shutdown that would affect global copper supplies and the increased tensions between China, Japan, and South Korea. We next review a wide range of other international and U.S. developments with the… Read More »
Daily Comment (January 9, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with an update on the post-pandemic landscape in China, where the relaxation of pandemic lockdowns continues to reverberate throughout the domestic, regional, and global economies. We next review a wide range of other international and U.S. developments with… Read More »
Daily Comment (January 6, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Today’s Comment begins with a discussion about Fed officials’ speeches and the U.S. jobs numbers. Up next, we review how rising inflation in the developed world impacts investing in emerging markets. We end the report by focusing on Russia and… Read More »
Daily Comment (January 5, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Today’s Comment begins with our thoughts about global central banking. Next, we discuss why political uncertainty in the U.K. and the U.S. may impact investment decisions within these countries. Lastly, we review the challenges companies may face when navigating in… Read More »
Daily Comment (January 4, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with some positive news from Europe, where year-over-year price inflation looks like it may be moderating. The news has raised hopes of lower inflation and interest rates even beyond Europe, giving a boost to the stock and bond… Read More »