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Pro Perspectives 6/4/21

June 4, 2021 Like last month, the jobs report this morning continues to show a labor shortage, as employers are…

Pro Perspectives 6/3/21

June 3, 2021 Yesterday we talked about the Fed's announcement that they would be exiting the corporate bond market (i.e.…

Pro Perspectives 6/2/21

June 2, 2021 The Fed said this afternoon that it will begin selling its portfolio of corporate bonds. Let's talk about…

Pro Perspectives 5/28/21

May 28, 2021 As we've discussed here in my daily Pro Perspectives notes, we are entering a period where we could very well see…

Pro Perspectives 5/27/21

May 27, 2021 The second reading on Q1 GDP came in this morning.  The economy grew at a 6.4% annual rate.…

Pro Perspectives 5/26/21

May 26, 2021 The clean energy agenda landed three heavy punches on the chin of the fossil fuels industry today.  Punch…

Pro Perspectives 5/25/21

May 25, 2021 There have been reports going around the past couple of days that Chinese government is cracking down on…

Pro Perspectives 5/24/21

May 24, 2021 We talked about the correction in oil prices last week, as an opportunity to buy the dip…

Pro Perspectives 5/21/21

May 21, 2021 As we've discussed here in my daily Pro Perspectives notes, we are entering a period where we could…

Pro Perspectives 5/20/21

May 20, 2021 The Fed minutes yesterday indicated that they continue to view the risks to the economy as skewed…