Research & News
Daily Comment (May 20, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a summary of President Trump’s conversation with Russian President Putin yesterday. We next review several other international and US developments that could affect the financial markets today, including a warning by the Japanese government that it will… Read More »
Daily Comment (May 19, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with some issues related to President Trump’s big trip to the Gulf region last week. Specifically, trade deals completed during the trip have raised concern about advanced artificial-intelligence technology from the US leaking to China via the Gulf.… Read More »
Asset Allocation Bi-Weekly – White House vs. The Fed: The Looming Battle for US Monetary Policy (May 19, 2025)
by Thomas Wash | PDF The Federal Reserve’s independence faces its most serious challenge in decades as the Trump White House escalates its criticism of central bank policy. This brewing confrontation echoes historic tensions — most notably the 1951 clash between President Truman and Fed policymakers over yield caps that ultimately led to the Treasury-Fed… Read More »
Daily Comment (May 16, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Markets are closely tracking the president’s latest trade announcement. In sports, the Carolina Hurricanes secured a victory against the Washington Capitals, advancing to the Eastern Conference Finals. Today’s Comment will discuss the administration’s recalibrating of its trade strategy, Friday’s stronger-than-expected… Read More »
Daily Comment (May 15, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is currently focused on analyzing the latest slew of economic data. In sports news, fans are celebrating as the Minnesota Timberwolves secured their spot in the NBA Western Conference Finals. In today’s Comment, we’ll examine the sources of… Read More »
Daily Comment (May 14, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Financial markets are still in a good mood following the latest deals from the Trump administration. In sports news, fans are celebrating the Indiana Pacers’ victory over the Cleveland Cavaliers that secured their spot in the Eastern Conference Finals. Today’s… Read More »
Daily Comment (May 13, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with an added US concession in the tariff war between Washington and Beijing, which will likely help de-escalate tensions between the two sides. We next review several other international and US developments that could affect the financial markets… Read More »