Pro Perspectives 6/17/20
June 17, 2020 We've talked a lot about the perfect brew for an inflation run. First, we have a supply disruption…
Pro Perspectives 6/16/20
June 16, 2020 We talked yesterday about the simple math that tells us that the response from policymakers over the past three months was far…
Pro Perspectives 6/15/20
June 15, 2020 The media continues to bait readers and watchers with sensational "second wave" and virus “cases spiking" headlines. …
Pro Perspectives 6/12/20
June 12, 2020 Let's take a look at some key charts as we end the week. First, on the…
Pro Perspectives 6/11/20
June 11, 2020 Stocks were hammered today, following the 47% run off of the March 23rd lows. Why the aggressive…
Pro Perspectives 6/9/20
June 9, 2020 Yesterday, we talked about what looked like a book-end event for the health crisis. The world has been…
Pro Perspectives 6/8/20
June 8, 2020 All along, we've been closely watching the timeline on the health care crisis, relative to the amount…
Pro Perspectives 6/5/20
June 5, 2020 Yesterday, we talked about the consensus expectations for second quarter GDP. And we discussed the reasons why…
Pro Perspectives 6/4/20
June 4, 2020 As the May economic data begins to roll in, let's update the picture on the damage to…
Pro Perspectives 6/3/20
June 3, 2020 Stocks have moved aggressively higher over the past 24-hours. The crash in stocks was fierce, and so has…