Daily Comment
Daily Comment (December 5, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The markets have US jobs data in focus as they look to gauge the Fed’s next move. In sports, unranked Creighton pulled off an upset against No.1 ranked Kansas. Today’s Comment will explore why Republicans have postponed their push for… Read More »
Daily Comment (December 4, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is processing the latest ADP employment change data. In sports news, MLB free agent Juan Soto is nearing a deal with a new team. Today’s Comment will discuss why uncertainty abroad has helped boost US mega cap tech… Read More »
Daily Comment (December 3, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a provocative new operation by the Russian navy that may reflect the increased coordination and cooperation of the countries in the China-led bloc. We next review several other international and US developments with the potential to affect… Read More »
Daily Comment (December 2, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with further evidence that the Bank of Japan is likely to hike its benchmark interest rate again later this month. We next review several other international and US developments with the potential to affect the financial markets today,… Read More »
Daily Comment (November 26, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with President-elect Trump’s latest vow to impose steep import tariffs on key trade partners once he is inaugurated to his new term. We next review several other international and US developments with the potential to affect the financial… Read More »
Daily Comment (November 25, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with news that the US military has been more involved in the recent China-Philippine tensions than was previously known. We next review several other international and US developments with the potential to affect the financial markets today, including… Read More »
Daily Comment (November 22, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is eagerly awaiting fresh consumer sentiment data to assess the strength of the US economy post-election. In sports, Shohei Ohtani of the Los Angeles Dodgers and Aaron Judge of the New York Yankees have been named MVPs of… Read More »
Daily Comment (November 21, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Markets are digesting Nvidia’s earnings report. In sports, Caitlin Clark has declined an offer to play in the Unrivaled three-on-three basketball league. Today’s Comment will cover Nvidia’s impact on the AI rally, the unintended consequences of trade restrictions, and updates… Read More »
Daily Comment (November 20, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Markets are eagerly awaiting Nvidia’s earnings report, due to be released later today. In sports, the Boston Celtics ended the Cleveland Cavaliers’ winning streak. Today’s Comment will cover potential candidates for US Treasury secretary, the role of high-income earners in… Read More »