Daily Comment
Daily Comment (February 2, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment opens with an update on today’s markets where some asset values are rebounding from their sell-offs late last week, while others have remained weak. We next review several other international and US developments with the potential to affect the financial… Read More »
Daily Comment (January 30, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment begins with our perspective on the president’s nominee to lead the Federal Reserve. We then outline our views on AI in light of the recent tech sell-off. Next, we cover the eurozone’s economic resilience, the openness of US allies to… Read More »
Daily Comment (January 29, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment begins with an analysis of how the US, in its effort to maintain global influence, continues to pressure China’s allies. We then share our insights on the latest FOMC meeting and its potential implications for monetary policy. Next, we discuss… Read More »
Daily Comment (January 28, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment opens with an analysis of why the US dollar continues its slide against major global currencies. We then provide a briefing on the leading contenders to head the Federal Reserve as the transition from Chair Powell nears. From there, we… Read More »
Daily Comment (January 27, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a renewed threat of US tariff hikes against South Korea, illustrating how global trade tensions could rekindle at any time. We next review several other international and US developments with the potential to affect the financial markets… Read More »
Daily Comment (January 26, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with notes on the new record price for gold above $5,000 per ounce and a related drop in the value of the dollar today. We next review several other international and US developments with the potential to affect… Read More »
Daily Comment (January 23, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment begins with the recent shift in US foreign policy toward increased interventionism, with a focus on Cuba. We also examine the finalization of the TikTok deal, the cooling of trade tensions between the EU and US, and the progress of… Read More »
Daily Comment (January 22, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment begins with a look at the White House’s intensifying efforts to reshape the Federal Reserve. We also analyze why the de-escalation over Greenland has not improved US-EU relations. Further analysis explores why investors are discounting corporate earnings beats, the IRGC’s… Read More »
Daily Comment (January 21, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment begins with a deep dive into the volatility hitting the Japanese bond market. We then provide an update on the US-EU standoff over Greenland and the potential for a new round of US trade talks with China. Further analysis covers… Read More »