Daily Comment
Daily Comment (February 12, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Markets are reacting to the latest inflation figures this morning. On the sports front, Real Madrid narrowly defeated Manchester City in the first leg of their highly anticipated playoff series. Today’s Comment will cover the increasing influence of AI, Fed Chairman… Read More »
Daily Comment (February 11, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with the latest vague promise by the Chinese government to boost consumer spending and spur economic growth. We next review several other international and US developments with the potential to affect the financial markets today, including a planned… Read More »
Daily Comment (February 10, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with news that the Russian intelligence services are trying to take advantage of the job buyouts currently being offered to employees of the US intelligence community. The situation highlights the risk that the personnel turnover could affect the… Read More »
Daily Comment (February 7, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is currently digesting the latest employment data, while in sports news, the NBA trade deadline officially passed. Today’s commentary will cover the latest developments in Trump’s tax plan, explore why investors are growing increasingly concerned about the spending… Read More »
Daily Comment (February 6, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Markets are closely watching the latest developments from the Trump administration. In sports news, the Golden State Warriors made headlines by acquiring Miami Heat guard Jimmy Butler in a major trade. Today’s commentary will focus on the Trump administration’s shift… Read More »
Daily Comment (February 5, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Investors will be closely watching tech earnings reports today. In sports, Atlético Madrid secured a resounding victory over Getafe and advanced to the Copa del Rey semi-finals. Today’s comment will analyze the president’s Gaza plan, explore why weakening labor demand… Read More »
Daily Comment (February 4, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with the latest on President Trump’s tariff program, including a one-month delay in the tariffs against Canada and Mexico, while China has launched a series of its own tariffs, export curbs, and other measures against the US. We… Read More »
Daily Comment (February 3, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with President Trump’s decision over the weekend to impose big, new import tariffs against Canada, Mexico, and China. The move is dominating the financial media this morning, as it has the potential to spark a long, painful trade… Read More »
Daily Comment (January 31, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with news of a massive new command complex being built for the Chinese military — a move the portends further US-Chinese geopolitical and economic tensions over time. We next review several other international and US developments with the… Read More »