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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…

Pro Perspectives 7/2/20

July 2, 2020 We came into the week expecting to see the focus turn to the economic data, where the table…

Pro Perspectives 7/1/20

July 1, 2020 As we discussed on Monday, with the economic data rolling in this week, the table has been set for…

Pro Perspectives 6/30/20

June 30, 2020 Stocks rose as much as 1.4% this afternoon as Powell and Mnuchin testified before the House Finance Committee,…

Pro Perspectives 6/29/20

June 29, 2020 We have a short week this week, with the observance of Independence Day on Friday.    But…

Pro Perspectives 6/26/20

June 26, 2020 Yesterday we talked about the context around the rising virus cases.   Again, we are beginning to see…

Pro Perspectives 6/25/20

June 25, 2020 With "cases spiking,” let's take a look at some charts. And then I have some very interesting commentary…

Pro Perspectives 6/24/20

June 24, 2020 With all of the fear the media is stoking from the rise in cases in some states,…

Pro Perspectives 6/23/20

June 23, 2020 As we continue to lay out the building inflation story, the markets continue to substantiate it.   Yesterday we talked about the prospects…

Pro Perspectives 6/22/20

June 22, 2020 Tomorrow will mark three-full-months since the Fed responded to the nationwide stay-at-home orders, with the nuclear option of…