Daily Comment
Daily Comment (October 29, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment opens with our takeaways from the latest FOMC meeting. We then turn to geopolitics, examining efforts to bring Iran to the negotiating table before the midterm elections. Next, we discuss Federal Reserve Chair Kevin Warsh’s changes to the meeting schedule,… Read More »
Daily Comment (October 28, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment opens with the latest developments in the Russia-Ukraine conflict. We then turn to AI and how Anthropic’s IPO could influence sentiment toward the sector. Next, we briefly cover the preliminary results of Israel’s election, Iran’s threat against South Korean shipper… Read More »
Daily Comment (October 27, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with news of a European Union subsidy for aircraft maker Airbus that the US administration has warned could be a violation of the recent US-EU trade deal. We next review several other international and US developments that could… Read More »
Daily Comment (October 26, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a new initiative to shut down Chinese influence operations in the US that could spoil the current effort by Washington and Beijing to reduce tensions and make their relationship more stable. We next review several other international… Read More »
Daily Comment (October 23, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment opens with our takeaways on the upcoming midterm elections. We then turn to fixed income and examine the recent rotation out of tech stocks and into bonds. Next, we briefly cover rising friction between the US and Canada, as well… Read More »
Daily Comment (October 22, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment opens with our thoughts on the recent attacks in Saudi Arabia. We then turn to cybersecurity, examining how AI can both uncover and create vulnerabilities. Next, we briefly cover expectations for the Bank of Japan’s upcoming rate decision, possible changes… Read More »
Daily Comment (October 21, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment opens with a look at the White House’s efforts to resolve global conflicts. We then turn to AI, examining why SpaceX’s earnings have lifted sentiment around the AI trade. Next, we briefly discuss Germany’s debate over nationalizing landlord assets and… Read More »
Daily Comment (October 20, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Today’s Comment opens with our analysis of Friedrich Merz’s warning regarding Russia. We then turn to AI, examining what the weak IPO of a South Korean cloud computing company reveals about the current AI boom. Next, we discuss post-midterm concerns surrounding defense… Read More »
Daily Comment (October 19, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment opens with the latest on the war in Iran, as Iran-backed Houthi rebels in Yemen have again staged missile attacks on Saudi Arabian energy facilities. We next review several other international and US developments that could affect the financial markets… Read More »