Daily Comment

Daily Comment (December 8, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Today’s Comment begins with a range of U.S. news, including a detailed readout from President Biden’s call with Russian President Putin yesterday.  We next turn to international news, including an important report on how the Chinese government is planning to… Read More »

Daily Comment (December 7, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF In today’s Comment, we open with a range of developments touching on the U.S. relationship with other major powers, including China and Russia.  We then move on to other international developments.  We close with the latest news related to the… Read More »

Daily Comment (December 6, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning and happy Monday!  Financial markets remain choppy this morning.  U.S. equity futures are generally higher, as is oil.  Meanwhile, moderate temperatures in the U.S. are sending natural gas prices plunging, with nearest futures off nearly 10%.  Inflation data… Read More »

Daily Comment (December 3, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning. U.S. equity futures are signaling a higher open. Today’s report begins with U.S. economic and policy news followed by our roundup of China-related stores. International news is next, and we conclude with our pandemic coverage. Economics and policy:… Read More »

Daily Comment (December 2, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning.  Although U.S. risk markets are trying to stage a rally, U.S. equity futures are struggling to hold gains.  The pattern for the week has been for overnight rallies to fail.  It is a bearish pattern, as rallies seem… Read More »

Daily Comment (December 1, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF In today’s Comment, we open with Federal Reserve Chair Powell’s testimony to Congress yesterday, which contributed to the day’s big pullback in risk assets (which is on track to be at least partly reversed today).  We next review a range… Read More »

Daily Comment (November 30, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF In today’s Comment, we open with highlights from the U.S. labor market, U.S. relations with China and Russia, and a small number of other international developments.  However, the bulk of our report deals with the new Omicron variant of the… Read More »

Daily Comment (November 29, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning and happy Monday!  Risk markets are higher after a rough day on Friday.  It’s a big week for Fed speakers, with Chair Powell speaking to Congress tomorrow on pandemic policy.  We expect Powell will get lots of questions… Read More »

Daily Comment (November 23, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF N.B.:  HOLIDAY SCHEDULE – The Daily Comment will go on hiatus after Tuesday’s report and will return on Monday, November 29.  A Weekly Geopolitical Report was published yesterday, and the next report will be available on December 6.  There will… Read More »

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