Daily Comment

Daily Comment (September 21, 2018)

by Bill O’Grady and Thomas Wash [Posted: 9:30 AM EDT]  Happy Friday!  Equities are up as the dollar softens and Treasury yields are higher.  Here is what we are watching today: More on Brexit: Well, that was ugly…the British press is describing the Salzburg conference as a “humiliation” and a “disaster.”[1]  In a somewhat unexpected move,… Read More »

Daily Comment (September 20, 2018)

by Bill O’Grady and Thomas Wash [Posted: 9:30 AM EDT] It’s another quiet morning.  Here is what we are watching today: More on Brexit: Yesterday, we covered some of the simmering issues on Brexit.  Here are some of the day-to-day factors we are watching.  The EU members, sans the U.K., are meeting in Salzburg, Austria to… Read More »

Daily Comment (September 19, 2018)

by Bill O’Grady and Thomas Wash [Posted: 9:30 AM EDT] The news flow is unusually quiet this morning.  The Kavanaugh hearings and trade continue to dominate the headlines.  Here is what we are watching today: Trade: Financial markets are still struggling to discount the impact of the recent tariff announcement and China’s retaliation.  It has become… Read More »

Daily Comment (September 18, 2018)

by Bill O’Grady and Thomas Wash [Posted: 9:30 AM EDT] Good morning and G’mar Hatima Tova this Yom Kippur, the Day of Atonement.  Equities are ticking higher this morning and oil is up strongly.  Here is what we are watching today: Trade: As expected, the White House did put new tariffs in place on China.  The… Read More »

Daily Comment (September 17, 2018)

by Bill O’Grady and Thomas Wash [Posted: 9:30 AM EDT] The weekend news was dominated by tropical events in the U.S. and the Far East, and the travails of SCOTUS candidate Kavanaugh.  In addition, there were a plethora of retrospectives across the media focusing on “10 years after the crisis.”  Here are the other items we… Read More »

Daily Comment (September 14, 2018)

by Bill O’Grady and Thomas Wash [Posted: 9:30 AM EDT] Big tech under fire: Tech companies are coming under increased scrutiny from both left- and right-wing populists.  Yesterday, Breitbart released a video of Google executives showing disappointment after President Trump’s victory over Hillary Clinton in the 2016 election.  Prior to this incident, President Trump and… Read More »

Daily Comment (September 13, 2018)

by Bill O’Grady and Thomas Wash [Posted: 9:30 AM EDT] Happy Thursday!  Here is what we are watching today: Trade talks back on: Equities are elevated this morning after it was revealed that the U.S. and China are open to restarting trade negotiations.  This breakthrough came on the heels of President Trump’s threat to impose tariffs… Read More »

Daily Comment (September 12, 2018)

by Bill O’Grady and Thomas Wash [Posted: 9:30 AM EDT] Financial markets are mostly quiet this morning.  PPI (discussed below) came in lower than expected.  Here are the other items we are watching today: EU pushes back against Hungary: With populists gaining political leverage in the EU, the establishment is fighting back and targeting Viktor Orban,… Read More »

Daily Comment (September 11, 2018)

by Bill O’Grady and Thomas Wash [Posted: 9:30 AM EDT] It’s a solemn day, the 17th anniversary of the 9/11 attacks.  Here is what we are watching today: Trade: Talks continue with Canada but reports suggest that dairy remains a major sticking point.  China has asked the WTO for authorization to impose trade sanctions against the… Read More »

Daily Comment (September 10, 2018)

by Bill O’Grady and Thomas Wash [Posted: 9:30 AM EDT] Happy Monday!  Here is what we are watching today: Trade: There’s nothing new on NAFTA but President Trump increased the threat against China, calling for even more Chinese goods to come under tariff barriers.  China is holding a meeting with U.S. financial services executives,[1] perhaps in… Read More »

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