Daily Comment
Daily Comment (October 5, 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 there is increasing evidence that the Russian army is collapsing, at least in some specific areas. We next review a wide range of other international and U.S. developments with the… Read More »
Daily Comment (October 4, 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 Ukrainian forces continue to make surprising progress in the counteroffensives in northeastern and southern Ukraine. We next review a wide range of other international and U.S. developments with the potential… Read More »
Daily Comment (October 3, 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 news that Ukraine has retaken more land with its counteroffensives in the northeast and south of the country. We next review a wide range of other international and U.S. developments… Read More »
Daily Comment (September 30, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s Comment begins with an overview of the upcoming Brazilian elections on Sunday. Next, we discuss how other countries are looking to fight inflation while generating economic growth. We end the report with a summary of the ongoing troubles in… Read More »
Daily Comment (September 29, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s Comment begins with our thoughts on the Bank of England’s decision to purchase bonds to maintain financial stability. Next, we will discuss the Federal Reserve’s role in the global economy and how its monetary choices could impact other central… Read More »
Daily Comment (September 28, 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 new details on how Russia’s new mobilization is playing out. We next review a wide range of other international and U.S. developments with the potential to affect the financial markets… Read More »
Daily Comment (September 27, 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 bit more detail on Russia’s new mobilization plan and news of a possible Russian sabotage of the natural gas pipelines to Western Europe. We next review a wide range… Read More »
Daily Comment (September 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, where there are many questions regarding the “partial mobilization” announced by Russian President Putin last week. We next review a wide range of other international and U.S. developments with the potential… Read More »
Daily Comment (September 23, 2022)
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 U.S. dollar’s impact on equities. Next, we give an overview of the upcoming Italian election over the weekend. Finally, we conclude with an update on the Ukraine war. Fed Hangover: All focus… Read More »