Daily Comment
Daily Comment (March 28, 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, where the big stories are an apparent Russian decision to limit its war aims and President Biden’s off-the-cuff remark suggesting President Putin should be removed from power. We next review a… Read More »
Daily Comment (March 25, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s report will focus on internal fears that Russia will use chemical or nuclear weapons in Ukraine. Next is our U.S. economic and policy update, followed by international news. We conclude with our pandemic coverage. Following his meeting with NATO… Read More »
Daily Comment (March 24, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s report will continue with our focus on the Russian invasion of Ukraine. Afterward, we discuss non-Ukraine-related news and close with our pandemic coverage. President Biden plans to meet with NATO and EU leaders on Thursday to discuss imposing tougher… Read More »
Daily Comment (March 23, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Once again, our Comment opens with an update on the Russia-Ukraine war, where the leading news over the next couple of days is likely to be the major allied diplomatic meetings in Europe. We next review a range of international and U.S.… Read More »
Daily Comment (March 22, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF We begin today’s Comment with an update on the Russia-Ukraine war. We next review a range of international and U.S. developments with the potential to affect the financial markets today. We wrap up with the latest news on the coronavirus pandemic. Russia-Ukraine: … Read More »
Daily Comment (March 21, 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, where the Battle of Mariupol is intensifying. We next review a range of international and U.S. developments with the potential to affect the financial markets today. We wrap up with the… Read More »
Daily Comment (March 18, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! Today’s report begins with the latest updates on the Russian invasion of Ukraine. We then give a brief roundup of international news items and conclude with COVID-19 coverage. The conflict in Ukraine shows no signs of abating. On Thursday, Reuters… Read More »
Daily Comment (March 17, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning! The report today begins with Zelensky’s speeches to Congress and the Bundestag. We then give a brief overview of Wednesday’s Fed meeting and the impact it may have on financial markets. Next, we focus on energy and China-related news and… Read More »
Daily Comment (March 16, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF We begin today’s Comment with an update on the Russia-Ukraine War. There are hints of compromise on each side, even as the Ukrainians are apparently launching a major counterattack. That alone would probably be enough to give a boost to global stock… Read More »