Research & News

Daily Comment (June 24, 2022)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Good morning. Today’s Comment starts with an overview of Federal Reserve Chair Jerome Powell’s testimony to the House Financial Services Committee. Next, we provide an update on the latest developments regarding the Russian invasion of Ukraine. Afterward, we briefly discuss the rise… Read More »

Weekly Energy Update (June 24, 2022)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA | PDF Crude oil prices continue to rise in an orderly fashion. (Source: Barchart.com) Crude oil inventories rose 2.0 mb compared to a 2.0 mb draw forecast.  The SPR declined 7.7 mb, meaning the net draw was 5.8 mb. In the details, U.S. crude oil production… Read More »

Daily Comment (June 23, 2022)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Today’s Comment begins with coverage of Fed Chair Jerome Powell’s testimony to the Senate Banking Committee. Next, we review the latest updates on the Russia-Ukraine war. We continue the report with a discussion about U.S. gas prices, China’s crackdown on tech, and… Read More »

Daily Comment (June 22, 2022)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Our Comment opens with an update on the Russia-Ukraine war, including news that Russian President Putin has launched a major purge and reorganization of his top military command amid ongoing shortcomings in the war effort.  We next review other international and U.S.… Read More »

Daily Comment (June 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 Russian forces continue their creeping seizures of territory in eastern Ukraine, and President Putin keeps trying to undermine Western support for Kyiv by cutting off energy exports to Europe.  We… Read More »

Bi-Weekly Geopolitical Report – The 2022 Mid-Year Geopolitical Outlook (June 21, 2022)

by Bill O’Grady and Patrick Fearon-Hernandez, CFA | PDF Don’t miss the accompanying Geopolitical Podcast, available on our website and most podcast platforms: Apple | Spotify | Google (N.B. Due to the Fourth of July holiday, our next geopolitical report will be published on July 18.) As is our custom, we update our geopolitical outlook… Read More »

Daily Comment (June 17, 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, June 20, in observance of the Juneteenth holiday. Our next report will be published on Tuesday, June 21. Today’s Comment starts with a discussion about Thursday’s steep sell-off in equities. Next, we… Read More »

Daily Comment (June 16, 2022)

by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM EDT] | PDF Today’s Comment starts with a brief overview of central bank news from around the world, beginning with the market impact of the Federal Reserve’s decision to raise rates and ending with the broader market impact of global monetary tightening. Next, we examine… Read More »

Weekly Energy Update (June 16, 2022)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA | PDF Crude oil prices continue to rise in an orderly fashion. (Source: Barchart.com) Crude oil inventories rose 2.0 mb compared to a 2.0 mb draw forecast.  The SPR declined 7.7 mb, meaning the net draw was 5.8 mb. In the details, U.S. crude oil production… Read More »

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