Daily Comment
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 »
Daily Comment (August 13, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment will begin by exploring the market’s optimism for a rate cut at the upcoming Fed meeting. We will then analyze other key stories shaping the market, including the intensifying AI competition between the US and China, diplomatic efforts to bring… Read More »
Daily Comment (August 12, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with President Trump’s extension yesterday of the US-China trade truce, along with additional issues in the bilateral relationship. We next review several other international and US developments with the potential to affect the financial markets today, including another… Read More »
Daily Comment (August 11, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a slew of items on China’s politics and economy. We next review several other international and US developments with the potential to affect the financial markets today, including a new Australia-India deal that aims to boost the… Read More »