Daily Comment
Daily Comment (November 13, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment begins with an analysis of the bipartisan push for greater government involvement in AI development. We then examine the growing significance of next year’s Federal Reserve reappointments, followed by a focus on the White House’s embrace of high-skill foreign labor… Read More »
Daily Comment (November 12, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment begins with concerns regarding new data on the labor market and its impact on monetary policy. Next, we give an overview of the impact that tariffs will have on domestic production with a focus on the auto industry, address US… Read More »
Daily Comment (November 11, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with news of potentially shoddy credit ratings being used in the booming private-credit industry. We next review several other international and US developments with the potential to affect the financial markets today, including a bit more detail on… Read More »
Daily Comment (November 10, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with news of a deal between Republicans and Democrats in the Senate that will likely end the federal government shutdown in the coming days. We next review several other international and US developments that could affect the financial… Read More »
Daily Comment (November 7, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment begins with our analysis of concerns over a rise in job cut announcements. Next, we examine what JPMorgan’s involvement in the Argentine bailout reveals about the evolving relationship between the private and public sectors, along with updates on OpenAI seeking… Read More »
Daily Comment (November 6, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment leads with a critical analysis of the Supreme Court hearing on presidential tariff powers. Subsequent sections assess the economic implications of the latest PMI data and rising US household debt. Our international focus is Japan’s significant commitment to AI and… Read More »
Daily Comment (November 5, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment begins with an analysis of Tuesday’s electoral contests. We then delve into the factors driving the recent cryptocurrency sell-off. Further coverage includes the continuing government shutdown, the EU’s relaxation of certain climate rules, and the escalation of US-Venezuela tensions. A… Read More »
Daily Comment (November 4, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment opens with an analysis of mounting concerns over a potential market pullback. We then examine how a wave of new AI partnerships continues to provide crucial market momentum. Our coverage further extends to government initiatives in the energy and commodities… Read More »
Daily Comment (November 3, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with news that key oil-producing countries have agreed to stop boosting output as the risk of a global glut becomes more evident. We next review several other international and US developments that could affect the financial markets today,… Read More »