Research & News
Daily Comment (June 2, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with more evidence that geopolitical and economic tensions may be heating up again between the US and China. We next review several other international and US developments with the potential to affect the financial markets today, including a… Read More »
Asset Allocation Bi-Weekly – The Japan Problem (June 2, 2025)
by Thomas Wash | PDF Just one day after Prime Minister Shigeru Ishiba likened Japan’s debt situation to that of Greece, the country faced its weakest demand for 20-year bonds since 2012. The auction’s tail — the excess of its highest yield over its average yield — widened to 1.14, the largest since 1987. His… Read More »
Daily Comment (May 30, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The White House is once again using Friday to remind markets about its trade concerns. Today’s Comment will discuss how a provision in the tax bill could discourage foreign investment in the US, explain why the administration is crafting a… Read More »
Daily Comment (May 29, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Markets are actively digesting this morning’s landmark court ruling on tariffs. Today’s Comment examines how the Trump administration might respond to this latest trade policy setback, discusses the market implications of Nvidia’s stronger-than-expected earnings, and reviews other notable news moving… Read More »
Daily Comment (May 28, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is currently paying close attention to the bond market and Nvidia’s earnings. Today’s Comment will talk about the unexpected jump in consumer sentiment and explore the factors behind this shift in optimism. We will also examine why King… Read More »
Bi-Weekly Geopolitical Report – Why Greenland Matters (May 27, 2025)
by Daniel Ortwerth, CFA | PDF Shortly after he became president again in January, Donald Trump surprised the world with statements about buying or annexing Greenland, by force if necessary. In early May, he reiterated this position, saying Greenland was needed for national security. Trump had initially proposed acquiring Greenland in his first term, but… Read More »
Daily Comment (May 27, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with the positive news that President Trump has postponed his threatened additional tariff hikes on the European Union, and the EU has agreed to accelerate the negotiations for a US-EU trade deal. We next review several other international… Read More »