Daily Comment
Daily Comment (July 26, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! S&P 500 futures are higher as investors remain optimistic about a Fed pivot. The USWNT boosted spirits with a crucial victory over Zambia, keeping their Olympic quest for gold alive. Today’s Comment will dissect the latest GDP data and its… Read More »
Daily Comment (July 25, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The S&P 500 is off to a sluggish start as investors digest recent earnings reports. In sports news, Morocco’s men’s soccer team was almost robbed of its Olympic victory over Argentina. Today’s Comment will explore the possibility of a Fed… Read More »
Daily Comment (July 24, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! S&P 500 futures are indicating a subdued open as investors digest earnings. In sports news, Team USA’s basketball team defeated Germany in its final Olympic tune-up. Today’s Comment begins with our analysis of why the Magnificent 7 companies might be… Read More »
Daily Comment (July 23, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a new update on the Summer Olympic Games, which begin on Friday. Importantly, there are reportedly hundreds of thousands of tickets still available. We next review several other international and US developments with the potential to affect… Read More »
Daily Comment (July 22, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with some initial comments on President Biden’s decision over the weekend to withdraw from the November election. We next review several other international and US developments with the potential to affect the financial markets today, including an apparent… Read More »
Daily Comment (July 19, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! S&P 500 futures are off to a modest start. In sports news, Caitlin Clark broke the WNBA assist record. Today’s Comment will discuss the recent massive tech outage, the overperformance of small caps relative to large caps, and our thoughts… Read More »
Daily Comment (July 18, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! S&P 500 futures are improved from yesterday following TSMC’s outlook. In sports news, Team USA crushed Serbia in an exhibition game, just 11 days before their Olympic opener. Today’s Comment dives into three key topics: the growing rivalry between the… Read More »
Daily Comment (July 17, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! S&P 500 futures are off to a slow start as investors look for more confidence in the data. In sports news, the players of the American League were able to beat the National League in the MLB All-Star game. Today’s… Read More »
Daily Comment (July 16, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a note on the recent plunge in global cotton prices, which has been driven by surging output in Brazil. We next review several other international and US developments with the potential to affect the financial markets today,… Read More »