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Pro Perspectives 6/11/21

June 11, 2021 G7 leaders are meeting today in the UK.  What does it mean for markets?  Possibly a lot. Back…

Pro Perspectives 6/10/21

June 10, 2021 The inflation data this morning came in hot, as expected. Still, the Treasury market moved in the…

Pro Perspectives 6/9/21

June 9, 2021 We have a big inflation report tomorrow, and it's going to be hot (again).  And yet, the…

Pro Perspectives 6/8/21

June 8, 2021 We looked at three bubble charts a few weeks ago (bitcoin, Tesla and Lumber), each of which…

Pro Perspectives 6/7/21

June 7, 2021 We get more inflation data this Thursday.  As we discussed the past few weeks, when the Q2 data…

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.…