Daily Comment
Daily Comment (December 16, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with the latest signs of economic weakness in the eurozone. We next review several other international and US developments with the potential to affect the financial markets today, including the naming of a new prime minister in France,… Read More »
Daily Comment (December 13, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is digesting the latest data from Broadcom as it assesses the outlook for chipmakers heading into the new year. In sports, LeBron James’s son achieved a career-high 30 points during his first G League road game. In today’s… Read More »
Daily Comment (December 12, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is analyzing the latest PPI data to gauge the Fed’s next move. In sports news, former New England Patriots coach Bill Belichick has agreed to lead the University of North Carolina’s football team. Today’s Comment will explore why… Read More »
Daily Comment (December 11, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is currently digesting the latest inflation data. In sports news, two-time All-Star left-handed pitcher Max Fried inked a $218 million deal with the New York Yankees. Today’s Comment will delve into our thoughts on Trump’s pick to head… Read More »
Daily Comment (December 10, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with more signs that European countries intend to keep boosting their defense spending to counter the rising threat from Russia. We next review several other international and US developments with the potential to affect the financial markets today,… Read More »
Daily Comment (December 9, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with positive news that China may adopt more economic stimulus, along with the negative news that it has also opened an antitrust probe against Nvidia. We next review several other international and US developments with the potential to… Read More »
Daily Comment (December 6, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is processing the latest jobs data. In sports news, the Detroit Lions pulled off an impressive comeback against the Green Bay Packers, continuing their historically strong season. In today’s Comment, we’ll delve into the highly anticipated task force… Read More »
Daily Comment (December 5, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The markets have US jobs data in focus as they look to gauge the Fed’s next move. In sports, unranked Creighton pulled off an upset against No.1 ranked Kansas. Today’s Comment will explore why Republicans have postponed their push for… Read More »
Daily Comment (December 4, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is processing the latest ADP employment change data. In sports news, MLB free agent Juan Soto is nearing a deal with a new team. Today’s Comment will discuss why uncertainty abroad has helped boost US mega cap tech… Read More »