Research & News
Daily Comment (October 10, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is still processing the latest inflation data. In sports news, the New York Mets defeated the Philadelphia Phillies to move on to the NLCS. Today’s Comment will discuss the latest FOMC meeting minutes, explain why the dollar is… Read More »
Daily Comment (October 9, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is currently processing the latest comments from Fed officials as it looks for further evidence of a soft landing. In sports news, the Minnesota Lynx were able to knock out the Connecticut Sun to make it to the… Read More »
Daily Comment (October 8, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with disappointment over the Chinese government’s failure to announce more economic stimulus, which has created extreme volatility in Chinese markets. We next review several other international and US developments with the potential to affect the financial markets today,… Read More »
Bi-Weekly Geopolitical Report – The US Presidential Election: Foreign Policy Implications (October 7, 2024)
by Daniel Ortwerth, CFA and Thomas Wash | PDF History shows that, despite the promises made as candidates, United States presidents display remarkable foreign policy consistency from one administration to the next. While often distinguishing themselves in the realm of domestic policy, the imperatives of national security tend to force the hands of presidents into… Read More »
Daily Comment (October 7, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today, the one-year anniversary of the Hamas attacks on Israel, opens with rumors that Iran may have tested a nuclear weapon as it tries to deter more Israeli attacks on its interests. We next review several other international and US… Read More »
Daily Comment (October 4, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Markets are currently reacting to the fresh jobs report. In sports news, Caitlin Clark of the Indiana Fever has been named the WNBA Rookie of the Year. Today’s Comment will delve into the ongoing Israel-Iran conflict, explore why a soft… Read More »
Daily Comment (October 3, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is currently awaiting the release of the jobs report data and Israel’s response to Iran. In sports news, Lionel Messi’s Inter Miami has won the 2024 Supporters’ Shield for the second year in a row. Today’s Comment will… Read More »
Daily Comment (October 2, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Markets are still grappling with the ongoing Middle Eastern conflict. Today’s Comment will analyze the escalating Israel-Iran tensions, explore the reasons behind the positive surprise from JOLTS, and provide our perspective on the recent vice presidential debate. Finally, we’ll conclude… Read More »
Daily Comment (October 1, 2024)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with news that consumer price inflation in the eurozone is now below the European Central Bank’s target of 2% for the first time in three years — a development that portends further interest-rate cuts and potentially renewed depreciation… Read More »