Daily Comment
Daily Comment (August 26, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a quick overview of President Trump’s move to oust Federal Reserve Governor Lisa Cook. We next review several other international and US developments with the potential to affect the financial markets today, including the French government’s risky… Read More »
Daily Comment (August 25, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a couple of notes on the global supply of rare-earth minerals, which are critical for many of today’s advanced technologies, weapons systems, and economic prospects. We next review several other international and US developments with the potential… Read More »
Daily Comment (August 22, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment begins with new data that is showing a resurgence in US economic activity this month. Next, we delve into several pivotal global developments including the EU’s push to create a digital euro, the growing trend of tariff evasion through transshipment,… Read More »
Daily Comment (August 21, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment will first explore the divisions among Fed officials regarding the path of monetary policy. We will then examine other critical market developments, including China’s clampdown on purchases of Nvidia chips, the obstacles to a Russia-Ukraine agreement, and progress on EU-US… Read More »
Daily Comment (August 20, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment will first address recent doubts about the AI boom, then examine other critical market developments, including the trade calm between the US and China, the eurozone’s pivot toward new trade partners, and a call for the resignation of an FOMC… Read More »
Daily Comment (August 19, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a recap of yesterday’s White House summit between President Trump, Ukrainian President Zelensky, and top European leaders. We next review several other international and US developments with the potential to affect the financial markets today, including US… Read More »
Daily Comment (August 18, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a few words on the Trump-Putin summit in Alaska late Friday. We next review several other international and US developments with the potential to affect the financial markets today, including a new intra-day record high for Japanese… Read More »
Daily Comment (August 15, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment will begin by analyzing how a potential US government stake in Intel could signify a shift in economic models. We’ll then examine other critical market developments, including China’s economic slowdown, India’s push for stimulus, and the Democratic Party’s potential rebrand.… Read More »
Daily Comment (August 14, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment will begin by exploring how a potential Fed leadership shakeup could influence monetary policy. From there, we turn to other critical market developments, including the implications of the Trump-Putin talks, Poland’s investor-friendly reforms to spur domestic equity demand, and fresh… Read More »