Daily Comment
Daily Comment (June 23, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with the latest on the Israel-Iran conflict and the US’s bomber and missile attacks on Iran over the weekend. We next review several other international and US developments with the potential to affect the financial markets today, including… Read More »
Daily Comment (June 20, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with the latest on the Israel-Iran conflict. President Trump is reportedly prepared to have the US join in Israel’s attack against Iran, but he still wants to give diplomacy more time before making the final decision. We next… Read More »
Daily Comment (June 18, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is focused on the Federal Reserve’s pivotal policy rate decision. In today’s Comment, we’ll provide the latest updates on the escalating Israel-Iran conflict, analyze what to expect from the Fed’s rate announcement, and highlight other key market-moving developments.… Read More »
Daily Comment (June 17, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with the latest developments in the Israel-Iran conflict. We next review several other international and US developments with the potential to affect the financial markets today, including new forecasts of excess supply in the world oil market despite… Read More »
Daily Comment (June 16, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with the latest developments in the Israel-Iran conflict. We next review several other international and US developments with the potential to affect the financial markets today, including signs that the US and China remain susceptible to new military… Read More »
Daily Comment (June 13, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Markets are focused squarely on Middle East tensions. Today’s Comment analyzes the market impact of the Israel-Iran conflict, explores why recent inflation trends have bolstered calls from the president for rate cuts, and highlights other key developments moving global markets.… Read More »
Daily Comment (June 12, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market’s attention is firmly on the latest Producer Price Index data. In today’s Comment, we’ll analyze the implications of the recent inflation figures, discuss new developments in Trump-era trade policies, and cover other key market-moving stories. As always, we’ll… Read More »
Daily Comment (June 11, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning. The market’s primary focus today is the latest Consumer Price Index release. Today’s Comment will delve into a new contender that President Trump might consider to succeed Federal Reserve Chair Jerome Powell, discuss signs of progress in US trade negotiations,… Read More »
Daily Comment (June 10, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with the latest in the high-level, high-stakes trade talks going on in London between the US and China. We next review several other international and US developments with the potential to affect the financial markets today, including unrequited… Read More »