Daily Comment
Daily Comment (April 3, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Markets are analyzing the implications of the latest tariff measures, while in sports news, Shohei Ohtani’s powerful home run last night propelled the LA Dodgers to their eighth consecutive victory. Today’s Comment will focus on the economic impact of the… Read More »
Daily Comment (April 2, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning. The market is currently focused on tariffs and jobs data. In sports, Real Madrid advanced to the Copa del Rey final after a narrow victory over Real Sociedad. Today’s Comment will analyze the potential impact of Trump’s reciprocal tariffs, provide… Read More »
Daily Comment (April 1, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with the latest on President Trump’s new tariffs, where it now appears that he will announce 20% duties tomorrow on virtually all US trading partners. We next review several other international and US developments with the potential to… Read More »
Daily Comment (March 31, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with the latest U-turn in President Trump’s tariff policies, based on reports that he is now mulling applying his “reciprocal” tariffs to virtually all US trade partners, and at very high rates. We next review several other international… Read More »
Daily Comment (March 28, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Markets are closely processing the latest inflation and spending data. In sports, Duke secured a spot in the Elite 8 — congratulations to the Blue Devils! In today’s Comment, we’ll break down the rising tensions between the US and EU… Read More »
Daily Comment (March 27, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is currently digesting the latest news regarding tariffs. In sports, the St. Louis Cardinals begin their season today, embarking on what promises to be a historic run for the World Series title this year. Today’s Comment will delve… Read More »
Daily Comment (March 26, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Investors are closely tracking the latest tariff developments. Meanwhile, in a historic NHL moment, Alex Ovechkin netted his 889th career goal, placing him just six away from eclipsing Wayne Gretzky’s all-time record. Today’s Comment will analyze the latest consumer confidence… Read More »
Daily Comment (March 25, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with news of a potential new economic stimulus program that could potentially boost growth and stock prices in China. We next review several other international and US developments with the potential to affect the financial markets today, including… Read More »
Daily Comment (March 24, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with new indications that the Trump administration’s “reciprocal” tariffs to be announced on April 2 could be narrower than expected. The news is giving a significant boost to US stocks so far this morning. We next review several… Read More »