Daily Comment

Daily Comment (January 26, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF Our Comment today opens with news from China, where new data showing a surge of foreign direct investment into the country last year is being tempered by a new move by the central bank to reduce liquidity in the financial… Read More »

Daily Comment (January 25, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF Good morning and Happy Monday.  U.S. equity futures were higher this morning but are in retreat, with only the tech sector showing strength.  This trend is likely due to concerns about another resurgence of the virus, pushing investors to fall… Read More »

Daily Comment (January 22, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF Good morning.  Global equities are lower as fears of a third wave of the coronavirus continue to mount.  New developments related to the pandemic lead our coverage today, followed by a discussion of President Biden’s first day in office.  The… Read More »

Daily Comment (January 21, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF Good morning.  U.S. equity futures are higher this morning.  The ECB meets today and leads off our coverage.  A recap of President Biden’s first day follows.  There is a plethora of news out of China.  A pandemic update follows, with… Read More »

Daily Comment (January 20, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF Our Comment today opens with U.S. political news related to Joe Biden’s inauguration as president today.  We next turn to overseas news, focusing mostly on Chinese and Japanese developments.  As always, we end with a discussion of the latest on… Read More »

Daily Comment (January 19, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF Our Comment today opens with the latest news on President-Elect Biden’s incoming administration, followed by a discussion of China’s success in growing its economy in 2020.  We also touch on other key foreign news before turning to the latest developments… Read More »

Daily Comment (January 15, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF Good morning.  Equity markets are trending lower following Biden’s announcement of additional stimulus.  Despite markets being relatively bullish on fiscal stimulus, there is growing concern that the $1.9 trillion price tag may make it harder to pass through Congress.  We… Read More »

Daily Comment (January 14, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF Good morning.  Equity markets are moving higher despite the continued lift in interest rates.  Our coverage begins with affairs in Washington, the impeachment, and policy.  China news comes next.  There is an update on the breadth of stock purchase bans… Read More »

Daily Comment (January 13, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF Our Comment today opens with a brief review of U.S. political and policy news, as momentum builds for the second impeachment of President Trump.  We then review key international developments and, as always, the latest on the coronavirus pandemic and… Read More »

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