Research & News
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 »
Daily Comment (May 23, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Financial markets are digesting the president’s latest comments on potential new tariffs. In sports, the Oklahoma City Thunder secured a 2-0 advantage in the Western Conference Finals against the Timberwolves. Today’s Comment focuses on the Federal Reserve’s recent court victory,… Read More »
Daily Comment (May 22, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Financial markets are monitoring developments in the pending tax legislation. In sports, Tottenham Hotspur ended their 17-year trophy drought with a dramatic Europa League final victory over Manchester United. Today’s Comment will examine growing concerns about US debt sustainability, analyze… Read More »
Daily Comment (May 21, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Markets remain cautious as investors weigh fiscal concerns amid the tax bill’s progress through Congress. In sports, the Oklahoma City Thunder claimed Game 1 against the Minnesota Timberwolves in the Western Conference finals. Today’s Comment will address renewed tensions in… Read More »
Daily Comment (May 20, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a summary of President Trump’s conversation with Russian President Putin yesterday. We next review several other international and US developments that could affect the financial markets today, including a warning by the Japanese government that it will… Read More »
Daily Comment (May 19, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with some issues related to President Trump’s big trip to the Gulf region last week. Specifically, trade deals completed during the trip have raised concern about advanced artificial-intelligence technology from the US leaking to China via the Gulf.… Read More »