Research & News

Daily Comment (May 10, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning, and happy Monday!  What an active weekend!  After spending time watching the skies, worried about falling Chinese space debris, U.S. equity futures are mostly higher this morning. We begin with the Colonial Pipeline cyberattack.  Up next are some… Read More »

Daily Comment (May 7, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning, all! U.S. equities are expected to open higher this morning as the jobs report continues to support market optimism; we will go into further detail in the economic releases section of this report. Our report starts off with… Read More »

Asset Allocation Weekly (May 7, 2021)

by the Asset Allocation Committee | PDF Yogi Berra is famous for various quotes.  He famously said, “Always go to other people’s funerals, otherwise, they won’t come to yours.”  He also noted that, “A nickel isn’t worth a dime anymore.”  The one we deal with most in asset allocation is the saying, “It’s tough to… Read More »

Daily Comment (May 6, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning.  U.S. equity futures are mostly steady this morning.  Our coverage starts with Facebook.  Next is coverage of the U.K. local elections along with other international news followed by our pandemic coverage, including a look at the Biden administration’s… Read More »

Weekly Energy Update (May 6, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA | PDF Tightening supplies have lifted crude oil prices toward the top of the recent trading range. (Source: Barchart.com) Crude oil inventories declined 8.0 mb compared to the 2.0 mb draw expected.  The SPR fell 1.0 mb, meaning without the addition from the reserve, commercial inventories… Read More »

Daily Comment (May 5, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Today’s Comment opens with Treasury Secretary Yellen’s gaffe – or Freudian slip – on rising inflation and interest rates.  Even though she has tried to walk that statement down, it will likely play into suspicions that the Federal Reserve may… Read More »

Daily Comment (May 4, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF In today’s Comment, we open with yet another Federal Reserve official hammering home the message that U.S. monetary policy is likely to remain loose for as far as the eye can see.  Besides that, it’s been a relatively slow news… Read More »

Weekly Geopolitical Report – The Geopolitics of Taiwan: Part I (May 3, 2021)

by Bill O’Grady | PDF Tensions over Taiwan have been steadily escalating in recent years.  When President Trump was elected in 2016, one of the first official contacts he made was with President Tsai Ing-wen, the leader of Taiwan.  Accepting this call infuriated Beijing, which views Taiwan as a province of the People’s Republic of… Read More »

Daily Comment (May 3, 2021)

by Bill O’Grady, Thomas Wash, and Patrick Fearon-Hernandez, CFA [Posted: 9:30 AM EDT] | PDF Good morning!  It’s Monday and the first trading day of May.  Various global markets are closed or seeing light trading today due to lingering May Day celebrations.  U.S. equity futures are trending higher this morning.  Economics and policy lead off… Read More »

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