Daily Comment
Daily Comment (January 4, 2022)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EST] | PDF We open today’s Comment with a couple of U.S.-related developments, including news that a Russian recently extradited from Switzerland on insider-trading charges may actually have information on the Russian government’s interference in the 2016 U.S. presidential election. We next review a range… Read More »
Daily Comment (January 3, 2022)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF In today’s Comment, we open with a major new U.S. regulatory initiative and further indications the U.S. and its NATO allies are trying to scare off Russia from any invasion of Ukraine. We next turn to a range of other… Read More »
Daily Comment (December 17, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF Note to readers: The Daily Comment will go on holiday after Friday’s comment and return on January 3, 2022. From all of us at Confluence Investment Management, have a Merry Christmas and Happy New Year! Good morning! U.S. equity futures… Read More »
Daily Comment (December 16, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF Note to readers: The Daily Comment will go on holiday after Friday’s comment and return on January 3, 2022. From all of us at Confluence Investment Management, have a Merry Christmas and Happy New Year! Good morning! So far this… Read More »
Daily Comment (December 15, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF Note to readers: The Daily Comment will go on holiday after Friday’s comment and return on January 3, 2022. From all of us at Confluence Investment Management, have a Merry Christmas and Happy New Year! We open today’s Comment with… Read More »
Daily Comment (December 14, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF Note to readers: The Daily Comment will go on holiday after Friday’s comment and return on January 3, 2022. From all of us at Confluence Investment Management, have a Merry Christmas and Happy New Year! In today’s Comment, we open… Read More »
Daily Comment (December 13, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF Note to readers: The Daily Comment will go on holiday after Friday’s comment and return on January 3, 2022. From all of us at Confluence Investment Management, have a Merry Christmas and Happy New Year! Good morning and happy Monday!… Read More »
Daily Comment (December 10, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF Good morning! Today’s report begins with a discussion about Starbucks (SBUX, USD,115.35). We then turn to U.S. economic and policy news, followed by China-related stories. International news is next, and we end with our pandemic coverage. Baristas in a Starbucks… Read More »
Daily Comment (December 9, 2021)
by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EST] | PDF Good morning! After several days of risk-on, today is shaping up as a risk-off session. Our coverage begins with economics and policy, where we discuss yesterday’s JOLTS data and inflation. Tomorrow we get CPI, and there are worries we will… Read More »