Daily Comment
Daily Comment (March 21, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with an update on the U.S. banking crisis and how investors’ concerns appear to be dissipating, at least so far today. We next review a wide range of other international and U.S. developments with the potential to affect… Read More »
Daily Comment (March 20, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with an update on the global banking crisis, where Warren Buffett has reportedly been in contact with government officials in the U.S., and Swiss authorities have forced a merger of their top two banks. We next review a… Read More »
Daily Comment (March 17, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Happy St. Patrick’s Day! Today’s Comment begins with a discussion about the European Central Bank’s rate decision and how it could impact monetary policy around the world. Next, we review the latest developments in the ongoing banking crisis. Lastly, we give an… Read More »
Daily Comment (March 16, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s Comment starts with a discussion about the latest development in the ongoing banking turmoil. Next, we give our thoughts about the path for future central bank policy. Lastly, we review other market movement news. On the Horizon: If Silicon… Read More »
Daily Comment (March 15, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with the latest on the Silicon Valley Bank crisis. Although the U.S. banking system appeared to be stabilizing yesterday, the jitters touched off by SVB have now sparked concerns about major European banks. We next review a wide… Read More »
Daily Comment (March 14, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with an update on the Silicon Valley Bank crisis and how it appears to be calming down, at least for now. We next review a wide range of other international and U.S. developments with the potential to affect… Read More »
Daily Comment (March 13, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with a discussion of the U.S. banking system, which has now seen the collapse of several sizable banks in the last week. Over the weekend, federal regulators put a plan into place that appears to have removed the… Read More »
Daily Comment (March 10, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Today’s Comment begins with our thoughts on the sudden sell-off in equities yesterday. Next, we go over the latest developments in the Middle East and Asia. Finally, we discuss why we are not confident that Haruhiko Kuroda’s exit from the Bank… Read More »
Daily Comment (March 9, 2023)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Today’s Comment begins with a discussion about the growing appeal of the U.S. dollar. Next, we examine what the potential impact could be for companies as governments move away from neoliberal policies. Finally, we review why the recent decline in… Read More »