Daily Comment

Daily Comment (May 16, 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.  Russian forces remain undermanned and largely stalled out, while Ukrainian forces are launching even more aggressive counterattacks.  We next review a range of international and U.S. developments with the potential to… Read More »

Daily Comment (May 13, 2022)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s report begins with updates on stablecoin and the war in Ukraine. Next, we go over the latest U.S. economic and policy news, including a discussion about Fed Chair Powell’s Senate confirmation for a second term. We then review international… Read More »

Daily Comment (May 12, 2022)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today, we begin with a discussion about yesterday’s CPI report. Next is an update on the Ukraine war. We then cover economic and policy news, focusing on cryptocurrencies. Last, we go over some international news and our coronavirus coverage. Inflation… Read More »

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 »

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