Daily Comment
Daily Comment (March 6, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is still digesting the latest economic data. In sports news, Ole Miss pulled off an upset victory over number four ranked Tennessee. Today’s Comment will cover Europe’s decision to ramp up defense spending, the challenges in assessing the… Read More »
Daily Comment (March 5, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with some key decisions from the Chinese government’s annual legislative sessions. We next review several other international and US developments with the potential to affect the financial markets today, including a big, new fiscal stimulus program proposed in… Read More »
Daily Comment (March 4, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is currently digesting the latest tariff announcements from the president. In sports news, OKC Thunder guard Shai Gilgeous-Alexander scored 51 points in the team’s recent victory, making his team the first in the competitive Western Conference to reach… Read More »
Daily Comment (March 3, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with some key observations on Friday’s disastrous summit meeting between President Trump and Ukrainian President Zelensky. We next review several other international and US developments with the potential to affect the financial markets today, including key reports on… Read More »
Daily Comment (February 28, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Markets are reacting to the latest inflation data. In sports, Steph Curry joined Wilt Chamberlain and Elgin Baylor as the only players with 45+ point games on the same date. Today’s Comment explores the factors behind the Fed’s aggressive policy… Read More »
Daily Comment (February 27, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is digesting the president’s recent tariff announcements. In sports news, Real Madrid secured a victory against Real Sociedad in the first leg of their Copa del Rey semifinal clash. Today’s Comment will explore why the trade deficit may… Read More »
Daily Comment (February 26, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Markets are closely watching the Republican budget bill, as the likelihood of extended tax cuts grows. In sports news, Alex Ovechkin made history by scoring 30 goals in a season for the 19th consecutive year, setting a new NHL record.… Read More »
Daily Comment (February 25, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with more evidence of the Trump administration’s revolutionary realignment of US foreign policy, which could have big implications for the US economy and financial markets over the longer term. We next review several other international and US developments… Read More »
Daily Comment (February 24, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with yesterday’s parliamentary elections in Germany, which will make center-right politician Friedrich Merz the country’s new chancellor. We next review several other international and US developments with the potential to affect the financial markets today, including a US… Read More »