Daily Comment
Daily Comment (August 26, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s Comment examines why Thursday’s economic data could encourage the Fed to raise rates more aggressively. Next, we explain how elections in Russia could impact its war with Ukraine. We conclude the report by discussing the U.S.-China rivalry and how… Read More »
Daily Comment (August 25, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s Comment begins with an explanation as to why traders believe that central banks will become more hawkish over the next few months. Next, we review the ramifications of President Biden’s student loan forgiveness program. Lastly, we will give our… Read More »
Daily Comment (August 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. Today is Ukraine’s national Independence Day and marks six months since the start of the war. We next review a wide range of other international and U.S. developments with the potential… Read More »
Daily Comment (August 23, 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 military operations remain relatively quiet. We next review a wide range of other international and U.S. developments with the potential to affect the financial markets today, including more evidence of… Read More »
Daily Comment (August 22, 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 very few new territorial gains are being made by either side, but the weekend assassination of a Russian nationalist influencer has sparked concern that Russia may now be forced to… Read More »
Daily Comment (August 19, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Today’s Comment begins with a discussion concerning central bank policies and how they may help foreign currencies to appreciate against the dollar. Next, we review whether the U.S. and China’s power struggle in Asia could benefit U.S. firms with domestic operations. We… Read More »
Daily Comment (August 18, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Today’s Comment is split into two sections. In the first half, we explain why speculation about a Fed pivot is premature. We briefly summarize the meeting minutes, show the market’s reaction, and discuss how the strong jobs market will affect the central… Read More »
Daily Comment (August 17, 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 how the conflict is driving up global energy prices. We next review a wide range of other international and U.S. developments with the potential to affect the… Read More »
Daily Comment (August 16, 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 Russians continue to face troop constraints and the Ukrainians continue to find success in attacking Russian troop concentrations and logistical nodes. We next review a wide range of other… Read More »