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Pro Perspectives 9/1/21

September 1, 2021 It's jobs week.  The ADP jobs report today showed a big miss for a second consecutive month. What does this mean for…

Pro Perspectives 8/31/21

August 31, 2021 Jim Bullard is the president of the St. Louis Fed.  He is one of several Fed presidents that the…

Pro Perspectives 8/30/21

August 30, 2021 During their respective tenures as Fed Chair, both Bernanke and Yellen said that economic expansions don't die of old…

Pro Perspectives 8/27/21

August 27, 2021 As we've discussed, the Fed spends a lot of time manipulating the expectations of consumers and businesses,…

Pro Perspectives 8/26/21

August 26, 2021 Jay Powell will make a prepared speech tomorrow at the annual Kansas City Fed global economic symposium.  This…

Pro Perspectives 8/25/21

August 25, 2021 Sticking with the theme we've discussed the past two days, rates continue to rise on optimism about…

Pro Perspectives 8/24/21

August 24, 2021 We talked yesterday about the FDA vaccine approval as another November 9th, 2020-like moment,  where markets interpret…

Pro Perspectives 8/23/21

August 23, 2021 Stocks trade to new record highs today.  The dollar is lower.  And commodities are up. While the…

Pro Perspectives 8/20/21

August 20, 2021 Despite the health crisis and geopolitical noise surrounding stocks, the S&P 500 finishes the week less than 1%…

Pro Perspectives 8/19/21

August 19, 2021 Amazon is said to be planning large retail stores, "akin to department stores." This is what is widely…