Daily Comment
Daily Comment (May 11, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment begins with an update on the Russia-Ukraine war. We next review a range of international and U.S. developments with the potential to affect the financial markets today, including confirmation that the European Central Bank will hike its benchmark interest rate… Read More »
Daily Comment (May 10, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Today’s Comment opens with an update on the Russia-Ukraine war. Russian forces remain bogged down in the face of strong Ukrainian resistance and their own poor planning, weak execution, low morale, and resource shortages. We next review a range of international and… Read More »
Daily Comment (May 9, 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’s advances remain stalled, and President Putin gave a Victory Day speech that was unexpectedly restrained. We next review a range of international and U.S. developments with the potential to… Read More »
Daily Comment (May 6, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s report begins with a discussion on yesterday’s FOMC meeting and an update on the situation in Ukraine. Next, we review a few international news stories. We conclude with economic and policy news and our COVID-19 coverage. Market Update: A… Read More »
Daily Comment (May 5, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s report begins with a discussion on yesterday’s FOMC meeting and other central bank news. Next, we give a roundup of the latest news regarding the Russian invasion followed by international developments, with a focus on U.K. local elections. Lastly,… Read More »
Daily Comment (May 4, 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 a significant Ukrainian counteroffensive may be thwarting Russia’s effort to encircle some of Kyiv’s best troops in eastern Ukraine. There are also more reports that suggest President Putin is preparing… Read More »
Daily Comment (May 3, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF We begin today’s Comment with our update on the Russia-Ukraine war. Military action yesterday apparently involved no new Russian advances, even as the U.S. warned that Russia is preparing to annex the swaths of eastern and southern Ukraine that it currently occupies. … Read More »
Daily Comment (May 2, 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 continue to make only limited territorial gains but have intensified their efforts to Russify the areas they already occupy. We next review a range of international and U.S.… Read More »
Daily Comment (April 29, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s report begins with a brief update on the Russia-Ukraine war. Next, we review international news, focusing on the yen’s depreciation against the dollar. Afterward, we discuss U.S. economic and policy news. We end with our COVID-19 coverage. Russian and… Read More »