Pro Perspectives 7/21/20
July 21, 2020 With the EU's agreement this morning on a 750 billion euro fiscal package, the long-term prospects for…
Pro Perspectives 7/20/20
July 20, 2020 Despite what has been billed as a terrible earnings season, thus far, 73% of S&P 500 companies…
Pro Perspectives 7/17/20
July 17, 2020 Yesterday, we looked at the COVID story, through a simple and clear lens -- the data. Contrary…
Pro Perspectives 7/16/20
July 16, 2020 I like primary research. I don't like to rely on journalists to interpret the world for me. …
Pro Perspectives 7/15/20
July 15, 2020 Yesterday we talked about the banks, in particular, the record Q2 performance of JP Morgan. If you…
Pro Perspectives 7/14/20
July 14, 2020 JP Morgan and Citi reported this morning before the open. We talked about the backdrop for these…
Pro Perspectives 7/13/20
July 13, 2020 Second quarter earnings kick into gear this week. We'll hear from the big four banks in the…
Pro Perspectives 7/10/20
July 10, 2020 The NY Fed's GDP forecasting model is now looking for a contraction of only 15% for Q2. …
Pro Perspectives 7/9/20
July 9, 2020 Yesterday we talked about the Chinese government's initiative to promote a "wealth effect" from the Chinese stock…
Pro Perspectives 7/8/20
July 8, 2020 China kicked the week off with reports that the Chinese government wants to see a "wealth effect" from their…