Daily Comment

Daily Comment (February 16, 2024)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with more news of distorting, state-led policies in China and how they are affecting investors.  We next review a range of other international and US developments with the potential to affect the financial markets today, including new moves… Read More »

Daily Comment (February 15, 2024)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with a mysterious warning from Congress about a new, destabilizing military capability in Russia.  We next review a range of other international and US developments with the potential to affect the financial markets today, including multiple economic reports… Read More »

Daily Comment (February 14, 2024)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with new forecasts showing continued growth in the demand for liquified natural gas and how populist politics in the West could nix the resulting export opportunities.  We next review a range of other international and US developments with… Read More »

Daily Comment (February 13, 2024)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with several notes related to China, including changes to a key index of Chinese stocks.  We next review a wide range of other international and US developments with the potential to affect the financial markets today, including a… Read More »

Daily Comment (February 12, 2024)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF With China and much of Asia celebrating the Lunar New Year, and with most of the US focused on yesterday’s Super Bowl, it’s a very slow news day, especially for economic and financial news.  Our Comment today is therefore focused heavily on… Read More »

Daily Comment (February 9, 2024)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Equities are off to a great start, and Ravens quarterback Lamar Jackson was crowned MVP for the 2023 season. Today’s Comment analyzes the potential impact of CPI revisions, Yellen’s nonbank lender warning, and the geopolitical boost for chipmakers. Don’t miss… Read More »

Daily Comment (February 8, 2024)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Equities are holding steady, and the NBA trade deadline is expected to end with a bang. In today’s Comment, we dive into the recent Treasury auction, explore why New York Community Bank is on investors’ watchlists, and analyze the potential… Read More »

Daily Comment (February 7, 2024)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with our thoughts on a troubling new approach to providing aid to Ukraine that Western policymakers are now considering.  We next review a range of other international and US developments with the potential to affect the financial markets… Read More »

Daily Comment (February 6, 2024)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Our Comment today opens with a considerable rebound in the Chinese stock market after the government implemented a number of strong support policies.  We next review a range of other international and U.S. developments with the potential to affect the financial markets… Read More »

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