Daily Comment
Daily Comment (August 6, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment begins with an examination of why a degree of optimism about the economy remains warranted despite recent subpar economic data. We then turn to other key stories shaping the market, including our analysis of Tuesday’s Treasury auction, the president’s push… Read More »
Daily Comment (August 5, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with new data showing how China’s massive excess industrial capacity is undermining corporate profits and prompting big layoffs. We next review several other international and US developments that could affect the financial markets today, including a rush effort… Read More »
Daily Comment (August 4, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with two news items on global energy supplies, which together appear to be weighing on oil prices so far this morning. We next review several other international and US developments with the potential to affect the financial markets… Read More »
Daily Comment (August 1, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment opens with a focus on the president’s new tariffs following the expiration of the August 1 deadline. We then assess major international and domestic developments impacting financial markets, including the ongoing legal challenges to the president’s tariff authority in federal… Read More »
Daily Comment (July 31, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment opens with an analysis of the latest trade agreements, paying close attention to the strategic use of tariffs and their broader implications. We then examine key international and domestic developments shaping financial markets, including insights on the Federal Reserve’s recent… Read More »
Daily Comment (July 30, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment begins with an assessment of the current FOMC meeting, focusing on the potential timing of interest rate cuts. Additionally, we will explore a range of other impactful international and domestic developments influencing financial markets, including the latest in trade policy… Read More »
Daily Comment (July 29, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with the latest US-China trade talks, which mostly aim to extend the current trade truce between the two countries. We next review several other international and US developments that could affect the financial markets today, including new signs… Read More »
Daily Comment (July 28, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with the big news of a trade deal between the United States and the European Union. We next review several other international and US developments with the potential to affect the financial markets today, including more trade tensions… Read More »
Daily Comment (July 25, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment opens with President Trump’s recent visit to the Federal Reserve, a key event highlighting the ongoing tensions between the president and the Fed chair, which continue to influence market sentiment. We will also analyze other significant international and domestic developments… Read More »