Daily Comment
Daily Comment (September 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 international developments ranging from a worsening outlook for Chinese corporate debt to a budding political fight in the United Kingdom over higher taxes for the National Health System. We also cover the latest developments… Read More »
Daily Comment (September 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 this morning. Today’s report begins with a discussion about the labor shortage and an update on Hurricane Ida. International news is up next. We cover U.S. economics and policy news,… Read More »
Daily Comment (September 2, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning. As the markets wind down before the holiday weekend, U.S. equity futures continue to grind higher. Hurricane Ida is leaving the U.S. but not before causing flooding in New York City. Our coverage begins with Afghanistan. China is… Read More »
Daily Comment (September 1, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF We begin today’s Comment with the latest news on Afghanistan, where the Taliban are already fighting opposition militias in what could be the beginning of a civil war. Next, we review the latest expectations for the nation’s energy supplies following… Read More »
Daily Comment (August 31, 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 the latest news on the U.S. pullout from Afghanistan and the damage from Hurricane Ida on the Gulf of Mexico. We next review the latest sign that China has fully embraced President Xi’s new… Read More »
Daily Comment (August 30, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning and happy Monday, the last one of August. U.S. equity futures are modestly higher this morning after Friday’s rally. Our coverage begins with Hurricane Ida. We then discuss Chair Powell’s Jackson Hole speech, followed by Afghanistan news. Our… Read More »
Daily Comment (August 27, 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 this morning. Our report begins with international news focusing on the two attacks at the Kabul airport on Thursday. We also cover U.S. economics and policy, including details about growing… Read More »
Daily Comment (August 26, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning. Risk assets are a bit weaker this morning. The Jackson Hole meeting kicks off today. Like last year, it will be virtual. Tomorrow will be the big day when Chair Powell speaks. We start our coverage with the… Read More »
Daily Comment (August 25, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF We open today’s Comment with the latest on Afghanistan, where President Biden has rejected calls to extend the U.S. evacuation effort beyond his August 31 deadline. We then review a range of U.S. domestic developments, followed by some key foreign… Read More »