Research & News
Asset Allocation Bi-Weekly – The Economy That Won’t Die (June 16, 2025)
by Thomas Wash | PDF The old Wall Street quip about economists having “predicted nine of the last five recessions” has never felt more painfully relevant. Since the pandemic era began, economists have sounded the recession alarm no fewer than three times: first when gross domestic product (GDP) shrank in early 2022, again during the… Read More »
Daily Comment (June 13, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Markets are focused squarely on Middle East tensions. Today’s Comment analyzes the market impact of the Israel-Iran conflict, explores why recent inflation trends have bolstered calls from the president for rate cuts, and highlights other key developments moving global markets.… Read More »
Daily Comment (June 12, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market’s attention is firmly on the latest Producer Price Index data. In today’s Comment, we’ll analyze the implications of the recent inflation figures, discuss new developments in Trump-era trade policies, and cover other key market-moving stories. As always, we’ll… Read More »
Daily Comment (June 11, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning. The market’s primary focus today is the latest Consumer Price Index release. Today’s Comment will delve into a new contender that President Trump might consider to succeed Federal Reserve Chair Jerome Powell, discuss signs of progress in US trade negotiations,… Read More »
Daily Comment (June 10, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with the latest in the high-level, high-stakes trade talks going on in London between the US and China. We next review several other international and US developments with the potential to affect the financial markets today, including unrequited… Read More »
Bi-Weekly Geopolitical Report – NATO’s Baltic Vulnerability: Implications for Europe (June 9, 2025)
by Patrick Fearon-Hernandez, CFA | PDF When Sweden and Finland finally joined the North Atlantic Treaty Organization in 2024, the alliance gained important new territory and military capabilities on its northeastern flank. However, the expansion hasn’t necessarily been enough to fully deter potential Russian aggression against NATO in that theater. Indeed, NATO’s expansion has prompted… Read More »
Daily Comment (June 9, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with the latest in the US-China trade war, with a focus on an apparent effort by China to drive a wedge between the US and its allies. We next review several other international and US developments with the… Read More »