Daily Comment

Daily Comment (November 27, 2019)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] Good morning all! Equities are trading stronger as fears of a recession have been calmed by upward revisions to GDP for the third quarter. Below are the stories we will be tracking today: Mexico infrastructure: On Tuesday, Mexico’s government announced the first… Read More »

Daily Comment (November 26, 2019)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] It’s very quiet this morning.  (N.B.  The Wednesday report will be the last one for this week; have a great Thanksgiving.)  Chair Powell gave an upbeat speech.  Trade negotiations continue.  Chairman Xi is having a rough time lately.   There was a major… Read More »

Daily Comment (November 25, 2019)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] Happy Monday!  This will be a short week for U.S. markets.  (N.B.  The Wednesday report will be the last one for this week; have a great Thanksgiving.)  It’s a modest risk on day so far.  There was some positive trade news.  Tories… Read More »

Daily Comment (November 22, 2019)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] Episode #3 of our Confluence of Ideas podcast is now available. Happy Friday!  It’s a slow news day this morning.  Financial markets are rather calm.  We cover the global PMI data in the foreign section.  Here is what caught our attention this… Read More »

Daily Comment (November 21, 2019)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] Episode #3 of our Confluence of Ideas podcast is now available. Financial markets this morning can best be described as “becalmed.”  Not much is moving   We cover the Fed minutes and the recent gyrations with trade.  OECD downgrades 2020 growth.  Yesterday’s energy… Read More »

Daily Comment (November 20, 2019)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] Episode #3 of our Confluence of Ideas podcast is now available. It’s a risk-off morning at mid-week.  There are three items of note in the overnight news.  First, the Senate has passed the Hong Kong democracy bill.  Second, the debate between Johnson… Read More »

Daily Comment (November 19, 2019)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] Episode #3 of our Confluence of Ideas podcast is now available. It’s rather quiet this morning with a modest risk-on tone to the markets.  Yesterday, on the other hand, was active.  Trump and Powell met.  The government might shut down due to… Read More »

Daily Comment (November 18, 2019)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] Episode #3 of our Confluence of Ideas podcast is now available. Happy Monday!  U.S. equity futures are modestly higher this morning on hopeful trade talk.  PBOC eases. Hong Kong unrest intensifies.  Iran also facing unrest.  Lebanon flirting with banking crisis.  Here are… Read More »

Daily Comment (November 15, 2019)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] Episode #3 of our Confluence of Ideas podcast is now available. U.S. equity futures are modestly higher this morning.  Lots of data today (see below).  Some optimism on trade.  Hong Kong is still very tense.  Debt is on the rise.  Here are… Read More »

Daily Comment (November 14, 2019)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] Episode #3 of our Confluence of Ideas podcast is now available. Hong Kong is deteriorating rapidly.  Trade talks continue, but friction is emerging.  Global economic data was ‘meh.’  Powell follows up his Congressional testimony today.  Worries about disease.  Here are all the… Read More »

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