Daily Comment
Daily Comment (October 8, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment opens with thoughts on the FOMC meeting as Fed officials focus on the AI buildout. Next, we examine rising civil unrest in Europe and why it may not be a reason to abandon the region just yet. We then briefly… Read More »
Daily Comment (October 7, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment opens with thoughts on the rise in attacks on ships traveling through the Strait of Hormuz and the possibility of a broader conflict. Next, we examine growing speculation that the Treasury may reduce issuance of 20-year bonds and what that… Read More »
Daily Comment (October 6, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with the most recent security incident that threatens to further undermine popular support for artificial intelligence. We next review several other international and US developments that could affect the financial markets today, including the latest signs that the… Read More »
Daily Comment (October 5, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a new release of crude oil reserves by the top industrialized countries. Of course, the move is geared toward trying to bring down energy prices as reports suggest the recent rebound in oil shipping through the Strait… Read More »
Daily Comment (October 2, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment opens with our outlook on the upcoming Brazilian elections this weekend. Next, we provide an update on Iran, examining the president’s plan to deploy additional troops to the region. We then briefly cover the ongoing war in Ukraine and the… Read More »
Daily Comment (October 1, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment opens with our thoughts on whether the unwinding of the yen carry trade may be contributing to rising bond yields. We then turn to monetary policy where we examine White House efforts to push former Fed Chair Jerome Powell out… Read More »
Daily Comment (September 30, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Today’s Comment opens with our thoughts on the recent level of spending by AI companies. We then examine whether the United Kingdom may be considering rejoining the EU. Next, we briefly cover White House talks on AI oversight, concerns about a short… Read More »
Daily Comment (September 29, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with an update on the war in Iran, where new data shows the US and its Gulf allies are having more success in getting oil shipments through the Strait of Hormuz. We next review several other international and… Read More »
Daily Comment (September 28, 2026)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF On a very slow news day, our Comment today opens with the latest on the war in Iran, where President Trump has rejected a new ceasefire proposal from Iran. We next review several other international and US developments that could affect the… Read More »