Daily Comment

Daily Comment (September 14, 2022)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with an update on the Russia-Ukraine war, including an update on how Russia is responding to Ukraine’s recent battlefield gains.  We next review a wide range of other international and U.S. developments with the potential to affect the… Read More »

Daily Comment (September 13, 2022)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with an update on the Russia-Ukraine war, and a discussion on the latest Ukrainian successes not only in northern Ukraine but also in the south.  We next review a wide range of other international and U.S. developments with… Read More »

Daily Comment (September 12, 2022)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with an update on the Russia-Ukraine war, including some notes on Ukraine’s devastating victories over Russian forces since late last week.  We next review a wide range of other international and U.S. developments with the potential to affect… Read More »

Daily Comment (September 9, 2022)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Today’s Comment begins with a discussion about the raging energy crisis in Europe. Next, we give an overview of stories that show that the world is still adapting to a new normal. We end the report with our thoughts on the latest… Read More »

Daily Comment (September 8, 2022)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s Comment will begin with a discussion concerning the European Central Bank’s rate decision. Afterward, we will discuss the impact monetary tightening has had on the global economy. Lastly, we review the latest moves by major powers to expand their… Read More »

Daily Comment (September 7, 2022)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with an update on the Russia-Ukraine war, including the latest on the Ukrainian counteroffensive to retake Kherson and an apparent new counteroffensive in the country’s north.  We next review a wide range of other international and U.S. developments… Read More »

Daily Comment (September 6, 2022)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment today opens with an update on the Russia-Ukraine war, with a focus on Ukraine’s ongoing counteroffensive in the south of the country and the latest fallout for the world’s energy markets.  We next review a wide range of other international… Read More »

Daily Comment (September 2, 2022)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Note: the markets and our office are closed on Monday, September 5, in observance of the Labor Day holiday. Our next report will be published on Tuesday, September 6. Today’s Comment begins with a focus on how hawkish Fed policy has pushed… Read More »

Daily Comment (September 1, 2022)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s Comment begins with a discussion of the September effect. Next, we review possible headwinds in Europe. We end the report by examining the rivalry between the West, Russia, and China. Wait, It Gets Worse? September is generally the worst… Read More »

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