Daily Comment
Daily Comment (January 21, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Today’s report begins with Treasury Secretary Yellen’s outlook on inflation. We then turn to a report from the Federal Reserve regarding digital currencies and comment on a few other U.S. economic and policy news items. Next, we discuss details about… Read More »
Daily Comment (January 20, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Treasury yields have moderated, and equity futures are higher. Today’s report begins with a few items from President Biden’s speech yesterday. Next, we discuss U.S. economic and policy news followed by China-related stories. International news follows, and we end with… Read More »
Daily Comment (January 19, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Today, our Comment begins with remarks regarding yesterday’s market volatility. We next provide an update on the tensions at the Russia-Ukraine border. We then cover a few U.S. and international news items that have the potential to affect the financial markets today,… Read More »
Daily Comment (January 18, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF In today’s Comment, we open with a few remarks on the downdraft this morning in most global financial markets. We next provide an update on Russia’s military buildup along its Ukraine border. We then cover a range of other international news developments. … Read More »
Daily Comment (January 14, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Today’s report begins with President Biden’s Fed picks and additional U.S. economic and policy news. Next, we discuss China’s trade surplus. We then focus on international news, and we conclude with a pandemic update. Economics and policy: The White House… Read More »
Daily Comment (January 13, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF Good morning! Today’s report begins with a discussion about the recent remarks made by FOMC members. This is followed by U.S. economic and policy news a China-related story. International news is next, and we end with our pandemic coverage. More Hikes? The… Read More »
Daily Comment (January 12, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF In today’s Comment, we open with a discussion of Federal Reserve Chair Powell’s testimony yesterday before the Senate Banking Committee, in which he doubled down on his recent hawkishness regarding inflation. We next turn to various international developments that have the potential… Read More »
Daily Comment (January 11, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF We open today’s Comment with a preview of Federal Reserve Chair Powell’s testimony before Congress today. We also cover other U.S. news, including the U.S.-Russia meeting yesterday over Eastern European security issues. We next review several international items that could affect the… Read More »
Daily Comment (January 10, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF In today’s Comment, we open with geopolitical news and a focus on Russia’s aggressive stance toward the countries surrounding it. Notably, we discuss today’s U.S.-Russian security talks seeking to de-escalate the situation in Ukraine. We next turn to other international news and… Read More »