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Pro Perspectives 4/5/22

April 5, 2022 On January 5th, the minutes from the December Fed meeting spelled out exactly what Jay Powell had told us just…

Pro Perspectives 4/4/22

April 4, 2022 The banks will kick off earnings season next week.  They will be reporting on a quarter that slowed…

Pro Perspectives 4/1/22

April 1, 2022 We end the week, and open a new month and quarter, with the jobs report.   Not surprisingly,…

Pro Perspectives 3/31/22

March 31, 2022 For the second time in four months, the President has announced a release of oil from the Strategic…

Pro Perspectives 3/30/22

March 30, 2022 As March ends, all eyes will turn to inflation data.  And it's going to be a wrecking ball…

Pro Perspectives 3/29/22

March 29, 2022 Stocks rallied today (again).  Oil and gold traded lower today (again).  This has the appearance of a relief in the…

Pro Perspectives 3/28/22

March 28, 2022 Markets kick off the week digesting the inflammatory words from Biden over the weekend, about removing Putin.…

Pro Perspectives 3/25/22

March 25, 2022 Yesterday we talked about the coming food crisis.  Suddenly, the Biden administration is sending warning signals on this eventuality.…

Pro Perspectives 3/24/22

March 24, 2022 Yesterday we talked about the prospects of a gas subsidy.  On cue, the governor of California presented…

Pro Perspectives 3/23/22

March 23, 2022 With NATO leaders in Brussels tomorrow, the markets are reacting to a likely escalation in what looks like a Western…