Daily Comment
Daily Comment (November 1, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with an update on the Russia-Ukraine war, including the latest on Russia’s destruction of Ukrainian civilian infrastructure and Yevgeny Prigozhin’s continued effort to position himself for a potential takeover of power. We next review a wide range of… Read More »
Daily Comment (October 31, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with an update on the Russia-Ukraine war, including the latest on Russia’s apparent withdrawal from the UN-brokered deal which allowed Ukraine to export grain from its southern ports. We next review a wide range of other international and… Read More »
Daily Comment (October 28, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s Comment summarizes yesterday’s GDP report, including how it may impact U.S. monetary policy. Next, we review why central banks are hesitant to totally remove their policy accommodations as the world heads into recession. We end the report with a… Read More »
Daily Comment (October 27, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s Comment begins with our thoughts about a possible shift in Fed policy. Next, we discuss the rising angst in the European financial markets. Finally, the report reviews how the West is adapting to a changing geopolitical landscape. Are We… Read More »
Daily Comment (October 26, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with an update on the Russia-Ukraine war, including the latest on Moscow’s misinformation campaign claiming that the Ukrainians are planning to detonate a radioactive “dirty bomb.” We next review a wide range of other international and U.S. developments… Read More »
Daily Comment (October 25, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with an update on the Russia-Ukraine war, where Russia appears to have ratcheted down its recent missile, air, and drone attacks as it runs low on its inventory of weapons. We next review a wide range of other… Read More »
Daily Comment (October 24, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with an update on the Russia-Ukraine war, including a new Russian misinformation campaign alleging that the Ukrainians are preparing to detonate a radioactive bomb. We next review a wide range of other international and U.S. developments with the… Read More »
Daily Comment (October 21, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s Comment discusses how Brexit may have paved the way for Liz Truss’s brief stint at Downing Street. Next, we explain how the Fed’s monetary policy has forced central banks to accumulate greenbacks. Lastly, we conclude with an overview of… Read More »
Daily Comment (October 20, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s Comment begins with our explanation as to why unorthodox policies can lead to currency weakness. Next, we discuss how the possibility of a withdrawal of Western support could help end the war in Ukraine. We end the report with… Read More »