Daily Comment
Daily Comment (February 22, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF On this historic day, as the post-Cold War global order hangs in the balance, our Comment opens with an update on the Russia-Ukraine crisis. Events on the ground are developing rapidly, but as of this writing, the key developments are that President… Read More »
Daily Comment (February 18, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF In today’s Comment, we open with an update on the Russia-Ukraine crisis, where most of the optimism generated earlier in the week has now dissipated. Government officials and investors seem increasingly resigned to the possibility of war, as reflected in yesterday’s activity… Read More »
Daily Comment (February 17, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Once again, we open the Comment with the latest developments in the Russia-Ukraine crisis. As we warned earlier in the week, it increasingly looks like Russia was lying when it said it was starting to pull back its troops. Just as important,… Read More »
Daily Comment (February 16, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF In today’s Comment, we open with an update on the Russia-Ukraine crisis, where there still seems to be no concrete evidence that Russia is really pulling back its troops. We next cover several developments in U.S. economic policy, including a statement by… Read More »
Daily Comment (February 15, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Today’s Comment begins with tantalizing news that Russia may be pulling back its military forces from the Ukrainian border, although it’s important to stress that the move is not confirmed, and anything can still happen. Given that our discussion of the Russia-Ukraine… Read More »
Daily Comment (February 14, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF In today’s Comment, we would love to only focus on happy news like the Super Bowl or Valentine’s Day, but the world is much too tense for that. Therefore, we open with the latest developments on the Russia-Ukraine crisis. We then turn… Read More »
Daily Comment (February 11, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! We begin today’s report with a few different views about inflation, followed by an update on the Canadian trucker protest. Afterward, we give our thoughts on the Russia-Ukraine situation. International news is next, and we end with our pandemic coverage.… Read More »
Daily Comment (February 10, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Today’s report begins with an update on the Russia-Ukraine conflict. Up next, in the U.S. economics and policy section, we discuss the Canadian trucker protest and a few other stories. We then review central bank news, and we end with… Read More »
Daily Comment (February 9, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF We open today’s Comment with an update on the Russia-Ukraine crisis, focusing on the interpersonal balance of power between Russian President Putin and the other major world leaders he is dealing with. Next, we cover a range of U.S. and international developments… Read More »