Daily Comment

Daily Comment (November 22, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF N.B.:  HOLIDAY SCHEDULE –  The Daily Comment will go on hiatus after Tuesday’s report and will return on Monday, November 29.  A Weekly Geopolitical Report will be published today, and the next report will be available on December 3.  There… Read More »

Daily Comment (November 19, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning! U.S. equity futures are signaling a lower open. Today’s report begins with U.S. economic and policy news, followed by our roundup of China-related stories. International news is next, and we conclude with our pandemic coverage. Economics and policy:… Read More »

Daily Comment (November 18, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning on the eve of a major lunar eclipse! U.S. equity futures are moving higher this morning, and oil prices are ticking higher as well, despite U.S. pressure for a wider SPR release.  Our coverage begins with comments on… Read More »

Daily Comment (November 17, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Today’s Comment begins with a range of U.S.-related developments, including news that Monday’s summit between Presidents Biden and Xi opened the possibility of negotiations for a nuclear arms control deal with the U.S. and China.  We next turn to several… Read More »

Daily Comment (November 16, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF In today’s Comment, we open with a few important international developments, including last night’s U.S.-China virtual summit and a potential worsening of Europe’s energy crisis.  We also cover several other U.S. and foreign economic and political developments.  We wrap things… Read More »

Daily Comment (November 15, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning and happy Monday!  U.S. equity futures are pointing to a higher open, while oil prices continue to decline.  President Biden will hold a signing ceremony for the infrastructure package today.  Our coverage begins with an overview of today’s… Read More »

Daily Comment (November 12, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning! U.S. equity futures are signaling a higher open this morning. Today’s report begins with U.S. economic and policy news, followed by our roundup of China-related stories. International news is next, and we conclude with our pandemic coverage. Economics… Read More »

Daily Comment (November 11, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning; it’s Veterans Day.  A sincere thanks to all who served.  It’s also Single’s Day, but the Chinese celebration is lower key this year under conditions of shared prosperity.  Risk markets are higher this morning, with gold continuing to… Read More »

Daily Comment (November 10, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Today’s Comment opens with key U.S. developments that could have an impact on the financial markets today, including news of a new government crackdown on crime at big companies.  We next cover a range of international news, including the appointment… Read More »

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