Daily Comment
Daily Comment (July 11, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is focused squarely on new tariff developments. Today’s Comment will give our thoughts on President Trump’s latest trade threats. We’ll also explain the escalating US stance on Russia, focusing on the proposed “Sanctioning Russia Act of 2025.” The… Read More »
Daily Comment (July 10, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is focused on the latest trade updates. Today’s Comment will dive into the newly released Federal Reserve meeting minutes. We’ll also explore what Nvidia’s impressive surge reveals about the increasing influence of technology on equity performance. Plus, we’ll… Read More »
Daily Comment (July 9, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Markets are actively assessing the latest trade developments. Today’s Comment will delve into the president’s evolving trade strategy, particularly as he considers new tariffs. We’ll also examine the reasons behind calls for Fed Chair Powell’s resignation and other key market-moving… Read More »
Daily Comment (July 8, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with the latest chapter in President Trump’s tariff war with other countries, including big new tariffs on major trading partners including Japan and South Korea. We next review several other international and US developments with the potential to… Read More »
Daily Comment (July 7, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with more evidence of growing friction between the European Union and China. We next review several other international and US developments that could affect the financial markets today, including plans for an unexpectedly large output boost by a… Read More »
Daily Comment (July 3, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Note: There will not be a Daily Comment tomorrow due to the holiday. Our Comment today opens with an important sign that foreign central banks may be preparing to support the dollar and drive their currencies back down — a move that… Read More »
Daily Comment (July 2, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with the US Senate’s passage yesterday of President Trump’s singular “big, beautiful” tax-and-spending bill. We next review several other international and US developments with the potential to affect the financial markets today, including monetary policy discussions by a… Read More »
Daily Comment (July 1, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with the latest on US trade policy. Specifically, we note that the Trump administration has apparently shifted tactics as the president’s July 9 deal deadline approaches. We next review several other international and US developments with the potential… Read More »
Daily Comment (June 30, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning. Markets remain squarely focused on the “One Big, Beautiful Bill.” Today’s Comment will begin with an analysis of the latest progress on President Trump’s tax bill, followed by an overview of recent trade developments. We’ll also examine other stories moving… Read More »