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Pro Perspectives 5/9/22

May 9, 2022 We've talked a lot about the historical track record of QE exits.    The record is not good. …

Pro Perspectives 5/6/22

May 6, 2022 As we end the week, let's take a look at a few charts.   First, here's a look…

Pro Perspectives 5/5/22

May 4, 2022 The Fed raised rates yesterday, and announced its quantitative tightening plan to begin on June 1.   As…

Pro Perspectives 5/4/22

May 4, 2022 Let's talk about the Fed meeting today ...   First, there were no surprises.  The Fed had telegraphed…

Pro Perspectives 5/3/22

May 3, 2022 As we head into tomorrow's Fed meeting, we've talked about three supply issues that are driving inflation, which the…

Pro Perspectives 5/2/22

May 2, 2022 On Wednesday, we will get the second move from the Fed in this early stage tightening cycle.…

Pro Perspectives 4/29/22

April 29, 2022 We close the week, and month, with stocks near the lows of the year.   Let's take a…

Pro Perspectives 4/28/22

April 28, 2022 The big Fed meeting is next week.  And global markets have been out of sorts in anticipation of a…

Pro Perspectives 4/27/22

April 27, 2022 We talked yesterday about the warning signals in the currency markets.  Today the euro may have officially joined the…

Pro Perspectives 4/26/22

April 26, 2022 The Fed meeting is a week away, and the markets are coming unhinged.    It's not just a…