Daily Comment
Daily Comment (September 22, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning and buckle up! Today’s Comment will focus exclusively on the central banks. We begin with a broad overview of the latest Federal Open Market Committee (FOMC) meeting followed by an assessment of the future path of policy hikes. Next, we… Read More »
Daily Comment (September 21, 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, in which Russia has announced a mobilization of its reserves and has made new threats to use nuclear weapons. We next review a wide range of other international and U.S. developments… Read More »
Daily Comment (September 20, 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 near miss yesterday when a Russian missile almost struck a Ukrainian nuclear power plant. We next review a wide range of other international and U.S. developments with the potential… Read More »
Daily Comment (September 19, 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 the Ukrainians continue to make progress in their key counteroffensives. 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 16, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s Comment begins with an update on the conflict in Ukraine, which includes a discussion about China and Russia’s relationship. Next, we review the dollar’s impact on the global economy. We conclude the report with an overview of U.S. efforts… Read More »
Daily Comment (September 15, 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 implications of a more aggressive Federal Reserve. Next, we discuss the latest developments in the EU and U.S. fight against inflation, which includes an update on rail worker negotiations. The report concludes… Read More »
Daily Comment (September 14, 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 an update on how Russia is responding to Ukraine’s recent battlefield gains. We next review a wide range of other international and U.S. developments with the potential to affect the… Read More »
Daily Comment (September 13, 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, and a discussion on the latest Ukrainian successes not only in northern Ukraine but also in the south. We next review a wide range of other international and U.S. developments with… Read More »
Daily Comment (September 12, 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 some notes on Ukraine’s devastating victories over Russian forces since late last week. We next review a wide range of other international and U.S. developments with the potential to affect… Read More »