Daily Comment
Daily Comment (May 7, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is digesting the latest trade updates. In sports news, Inter Milan has knocked FC Barcelona out of the Champions League semifinals. Today’s Comment will focus on positive trade developments, ongoing conflicts in the Indo-Pacific and the Middle East,… Read More »
Daily Comment (May 6, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today starts with a new report confirming that China’s industrial strategy has not only leaned heavily on unfair trade practices, but it has also helped close China’s technology gap with the US and reduced its dependence on imports. We next… Read More »
Daily Comment (May 5, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with the announcement of another big output boost by the Organization of the Petroleum Exporting Countries (OPEC) and its Russian-led partners. We next review several other international and US developments with the potential to affect the financial markets… Read More »
Daily Comment (May 2, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a Chinese government statement confirming that it is considering a request for trade talks from the Trump administration. We next review several other international and US developments with the potential to affect the financial markets today, including… Read More »
Daily Comment (May 1, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is currently digesting the latest tech earnings. On the ice, the Jets secured a third playoff victory against the Blues. Today’s Comment dives into why we’re not overly concerned about the economic contraction in Q1, the market’s focus on… Read More »
Daily Comment (April 30, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Markets are digesting the latest GDP figures. In sports news, the Indiana Pacers secured a victory over the Milwaukee Bucks in last night’s NBA playoff action. Today’s Comment will focus on growing concerns about a potential US recession, the EU’s… Read More »
Daily Comment (April 29, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Markets are on hold awaiting key tech earnings reports. In sports, the Cleveland Cavaliers are poised to sweep the Miami Heat in their NBA playoff series. Today’s Comment will cover the economic impact of Trump’s first 100 days in office,… Read More »
Daily Comment (April 28, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with reports suggesting President Trump’s import tariffs may finally show up in the trade and economic data starting this week. Firm evidence of falling imports and potential shortages would have the potential to further undermine market confidence. We… Read More »
Daily Comment (April 25, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is still analyzing the latest earnings reports while adjusting to other developments. In sports news, the Tennessee Titans made Cam Ward their number one draft pick. Today’s Comment will focus on growing speculation about a potential June Fed… Read More »