Daily Comment
Daily Comment (October 2, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment opens with our outlook on the upcoming Brazilian elections this weekend. Next, we provide an update on Iran, examining the president’s plan to deploy additional troops to the region. We then briefly cover the ongoing war in Ukraine and the… Read More »
Daily Comment (October 1, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment opens with our thoughts on whether the unwinding of the yen carry trade may be contributing to rising bond yields. We then turn to monetary policy where we examine White House efforts to push former Fed Chair Jerome Powell out… Read More »
Daily Comment (September 30, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Today’s Comment opens with our thoughts on the recent level of spending by AI companies. We then examine whether the United Kingdom may be considering rejoining the EU. Next, we briefly cover White House talks on AI oversight, concerns about a short… Read More »
Daily Comment (September 29, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with an update on the war in Iran, where new data shows the US and its Gulf allies are having more success in getting oil shipments through the Strait of Hormuz. We next review several other international and… Read More »
Daily Comment (September 28, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF On a very slow news day, our Comment today opens with the latest on the war in Iran, where President Trump has rejected a new ceasefire proposal from Iran. We next review several other international and US developments that could affect the… Read More »
Daily Comment (September 25, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment opens with our thoughts on renewed speculation regarding potential currency market intervention. We then turn to the energy sector, examining recent calls to rein in high diesel prices. Next, we briefly cover the deployment of additional US troops to Europe,… Read More »
Daily Comment (September 24, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment opens with our thoughts on the risk of the economy overheating. We then turn to AI, examining the latest incident of agents going rogue online. Next, we briefly cover the Eurozone’s better-than-expected growth, a possible US ban on fuel exports,… Read More »
Daily Comment (September 23, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment opens with our thoughts on the recent resurgence of AI FOMO. We then turn to geopolitics, discussing the decision by Washington and Tehran to reopen dialogue at the UN summit. Next, we briefly cover the pushback against global AI oversight,… Read More »
Daily Comment (September 22, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with increased calls for the US to ban diesel fuel exports to help bring down domestic prices. We next review several other international and US developments that could affect the financial markets today, including new signs that the… Read More »