Daily Comment
Daily Comment (December 15, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF Note to readers: The Daily Comment will go on holiday after Friday’s comment and return on January 3, 2022. From all of us at Confluence Investment Management, have a Merry Christmas and Happy New Year! We open today’s Comment with… Read More »
Daily Comment (December 14, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF Note to readers: The Daily Comment will go on holiday after Friday’s comment and return on January 3, 2022. From all of us at Confluence Investment Management, have a Merry Christmas and Happy New Year! In today’s Comment, we open… Read More »
Daily Comment (December 13, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF Note to readers: The Daily Comment will go on holiday after Friday’s comment and return on January 3, 2022. From all of us at Confluence Investment Management, have a Merry Christmas and Happy New Year! Good morning and happy Monday!… Read More »
Daily Comment (December 10, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF Good morning! Today’s report begins with a discussion about Starbucks (SBUX, USD,115.35). We then turn to U.S. economic and policy news, followed by China-related stories. International news is next, and we end with our pandemic coverage. Baristas in a Starbucks… Read More »
Daily Comment (December 9, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF Good morning! After several days of risk-on, today is shaping up as a risk-off session. Our coverage begins with economics and policy, where we discuss yesterday’s JOLTS data and inflation. Tomorrow we get CPI, and there are worries we will… Read More »
Daily Comment (December 8, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Today’s Comment begins with a range of U.S. news, including a detailed readout from President Biden’s call with Russian President Putin yesterday. We next turn to international news, including an important report on how the Chinese government is planning to… Read More »
Daily Comment (December 7, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF In today’s Comment, we open with a range of developments touching on the U.S. relationship with other major powers, including China and Russia. We then move on to other international developments. We close with the latest news related to the… Read More »
Daily Comment (December 6, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning and happy Monday! Financial markets remain choppy this morning. U.S. equity futures are generally higher, as is oil. Meanwhile, moderate temperatures in the U.S. are sending natural gas prices plunging, with nearest futures off nearly 10%. Inflation data… Read More »
Daily Comment (December 3, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning. U.S. equity futures are signaling a higher open. Today’s report begins with U.S. economic and policy news followed by our roundup of China-related stores. International news is next, and we conclude with our pandemic coverage. Economics and policy:… Read More »