Daily Comment
Daily Comment (March 9, 2022)
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, with a particular focus on yesterday’s announcements that the U.S., the U.K., and the EU would ban or work to cut imports of Russian energy commodities. It also appears that the… Read More »
Daily Comment (March 8, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Once again, our Comment opens with an update on the Russia-Ukraine War, where Russia appears to be preparing for a major new assault on Ukraine’s capital city, despite its military problems to date. We next review a number of international and U.S.… Read More »
Daily Comment (March 7, 2022)
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. The key developments include the U.S. and Poland looking into ways to provide Ukraine with more fighter jets (which obviously would be seen by Russia as exceedingly provocative) and the U.S.… Read More »
Daily Comment (March 4, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! In today’s report, we continue our coverage of the Russian invasion of Ukraine. We next discuss some non-Ukraine news, including the Iran nuclear deal and the upcoming election in South Korea. We conclude with our pandemic coverage. Russian forces continue… Read More »
Daily Comment (March 3, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Today’s report begins with the latest developments of the Ukraine Crisis. We will then go over recent central bank news. Afterward, we will discuss economic and policy updates and conclude with our standard pandemic coverage. Russia-Ukraine Entering its 8th day,… Read More »
Daily Comment (March 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, in which Russia appears to be ratcheting up its attacks on civilians. We next review a range of international and U.S. developments that have the potential to affect the financial markets… Read More »
Daily Comment (March 1, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF We begin today’s Comment with an update on the Russia-Ukraine war. The biggest development is that Russia seems poised to intensify its attacks and broaden them to include indiscriminate volleys against civilians. We next review a number of global, international, and U.S.… Read More »
Daily Comment (February 28, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with an extensive update on the Russia-Ukraine crisis. Among many significant developments over the weekend, the Russian offensive seems to have stalled, prompting talks between Russian and Ukrainian officials this morning. All the same, the U.S. and its… Read More »
Daily Comment (February 25, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Today’s Comment will keep our focus on the Russian invasion of Ukraine. We are seeing a modest “risk-on” this morning due to reports that Russia is open to talks on Ukraine. We have our doubts about Moscow’s sincerity, but the… Read More »