Daily Comment

Daily Comment (June 27, 2019)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez [Posted: 9:30 AM EDT] U.S. equity markets are higher this morning on hopes of a trade deal at this weekend’s G-20 meeting.  The first Democratic debate was held last night; although there is much analysis out in the media, keep in mind that this is like analyzing… Read More »

Daily Comment (June 26, 2019)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez [Posted: 9:30 AM EDT] U.S. equity markets are higher this morning after taking a tumble yesterday.  Optimism on trade is lifting domestic equity futures.  The Democrats start their debates tonight and Robert Mueller will publicly testify.  Consumer confidence data deserves a second look.  Here is what we… Read More »

Daily Comment (June 25, 2019)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez [Posted: 9:30 AM EDT] It’s a slow news day so far this morning.  Lots of Fed speakers throughout the day.  Here is what we are watching today: The Fed: There is a plethora of Fed speakers today (see below), including Chair Powell.  We did see the president… Read More »

Daily Comment (June 24, 2019)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez [Posted: 9:30 AM EDT] NB: Our strategy team is expanding!  Patrick Fearon-Hernandez has joined our firm as Market Strategist.  He comes to us from a broad and interesting career, including a stint at A.G. Edwards and the Central Intelligence Agency.  You will be seeing his work in… Read More »

Daily Comment (June 21, 2019)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez [Posted: 9:30 AM EDT] NB:  Our strategy team is expanding!  Patrick Fearon-Hernandez has joined our firm as Market Strategist.  He comes to us from a broad and interesting career, including a stint at A.G. Edwards and the Central Intelligence Agency.  You will be seeing his work in… Read More »

Daily Comment (June 20, 2019)

by Bill O’Grady and Thomas Wash [Posted: 9:30 AM EDT] Happy post-Fed Day!  It’s all bullish today; equities are higher, bond yields are lower and gold is on a tear (and the dollar is weaker).  The only worry?  Iran claims to have shot down a U.S. drone, sending oil higher.  Here is what we are… Read More »

Daily Comment (June 19, 2019)

by Bill O’Grady and Thomas Wash [Posted: 9:30 AM EDT] Happy Juneteenth!  After a wild day yesterday, all is quiet before the conclusion of the FOMC meeting.  Here is what we are watching today: The Fed: The Fed meeting concludes today.  We are expecting a hawkish tone, at least initially, from the statement and the… Read More »

Daily Comment (June 18, 2019)

by Bill O’Grady and Thomas Wash [Posted: 9:30 AM EDT] Good morning!  It’s a risk-on morning following a speech by ECB President Draghi.  The Fed meeting starts today.  Here is what we are watching today: Draghi: The Eurozone is holding meetings in Sintra, Portugal; these meetings are considered this region’s equivalent of the Jackson Hole… Read More »

Daily Comment (June 17, 2019)

by Bill O’Grady and Thomas Wash [Posted: 9:30 AM EDT] Happy Monday!  Tensions remain high with Iran, and protests expanded in Hong Kong. Meanwhile, it’s central bank week, with the Federal Reserve as the headliner.  Here is what we are watching today: Iran:  Hawks are calling for military strikes against Iran.  However, there is no… Read More »

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