Daily Comment

Daily Comment (April 20, 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 the latest developments on President Biden’s proposed package of infrastructure and other economic measures.  We then pivot to the international news most likely to affect the financial markets today.  As is often the case,… Read More »

Daily Comment (April 19, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning, and happy Monday!  Global equity markets are mixed this morning, with U.S. equity futures taking a breather.  Our coverage this morning starts with bitcoin, which had a rather wild weekend.  Russia news follows and includes several items.  China… Read More »

Daily Comment (April 16, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning, all! It has been a relatively quiet news day so far. U.S. equities are expected to open higher following strong earnings from financial firms. We will begin our coverage with more details about the Russian sanctions. International news… Read More »

Daily Comment (April 15, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning all!  Risk assets are higher this morning in a quiet trade.  We have a long roster of economic data this morning which we cover in detail below.  Our coverage begins with the Beige Book, which turned equities lower… Read More »

Daily Comment (April 14, 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 multiple geopolitical developments relating mostly to China, Russia, and the Middle East.  In general, the developments point to continued tensions, but that may not be enough to spoil the positive vibe that the quarter’s… Read More »

Daily Comment (April 13, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Today’s Comment opens with various items touching on the trajectory of U.S. fiscal and monetary policy.  We next turn to key international news.  Finally, we review the latest developments on the coronavirus pandemic and the U.S. economy.  While news of… Read More »

Daily Comment (April 12, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning all, and Happy Monday!  U.S. equity futures are lower this morning, pausing to refresh after a series of new highs.  Our coverage begins with economics and policy.  Amazon (AMZN, USD, 3372.22) avoided a unionization vote in Alabama, and… Read More »

Daily Comment (April 9, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning.  Equity markets are expected to open higher this morning as Treasury yields will likely drop for a fourth consecutive day.  We begin our coverage with the Alabama warehouse union vote and the Biden administration’s proposal for a global… Read More »

Daily Comment (April 8, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning all!  U.S. equity futures are mostly elevated this morning in the wake of yet another record S&P 500 close.  We open commentary this morning with the Fed minutes.  Economics and policy follow with corporate taxes in the spotlight. … Read More »

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