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Pro Perspectives 7/17/20

July 17, 2020 Yesterday, we looked at the COVID story, through a simple and clear lens -- the data.   Contrary…

Pro Perspectives 7/16/20

July 16, 2020 I like primary research.  I don't like to rely on journalists to interpret the world for me.   …

Pro Perspectives 7/15/20

July 15, 2020 Yesterday we talked about the banks, in particular, the record Q2 performance of JP Morgan. If you…

Pro Perspectives 7/14/20

July 14, 2020 JP Morgan and Citi reported this morning before the open.  We talked about the backdrop for these…

Pro Perspectives 7/13/20

July 13, 2020 Second quarter earnings kick into gear this week.  We'll hear from the big four banks in the…

Pro Perspectives 7/10/20

July 10, 2020 The NY Fed's GDP forecasting model is now looking for a contraction of only 15% for Q2.   …

Pro Perspectives 7/9/20

July 9, 2020 Yesterday we talked about the Chinese government's initiative to promote a "wealth effect" from the Chinese stock…

Pro Perspectives 7/8/20

July 8, 2020 China kicked the week off with reports that the Chinese government wants to see a "wealth effect" from their…

Pro Perspectives 7/7/20

July 7, 2020 Last Tuesday, with inflation data hitting that was confirming the rise in wages and the rise in…

Pro Perspectives 7/6/20

July 6, 2020 We've talked about the set up for positive surprises in the June economic data.   The data delivered…