Pro Perspectives 8/23/19
August 23, 2019 China escalated the trade war this morning, just before Jay Powell was due to make a very…
Pro Perspectives 8/23/19
August 23, 2019 Throughout the post-financial crisis era, there have been some major policy signals given from the Fed at…
Pro Perspectives 8/21/19
August 21, 2019 That stock market fallout in December, led to a response from the U.S. Treasury. Mnuchin (Treasury Secretary) called out…
Pro Perspectives 8/20/19
August 20, 2019 Within the "deregulation" pillar of Trumponomics, dialing back the Volcker rule has been one. The Volcker Rule,…
Pro Perspectives 8/19/19
August 19, 2019 The most important news last week, didn't come from the President's twitter account. It didn't come from…
Pro Perspectives 8/16/19
August 16, 2019 Yesterday, we talked about the one-two punch from the Fed and ECB last December, that set up…
Pro Perspectives 8/15/19
August 15, 2019 The move in global bond yields (market interest rates) continue to plunge today. The U.S. 10 year…
Pro Perspectives 8/14/19
August 14, 2019 Yesterday we looked the chart of the 10-year yield, which was disconnected from the brief risk-reprieve that…
Pro Perspectives 8/13/19
August 13, 2019 Yesterday we talked about the converging of geopolitical storms. But as we discussed, the linchpin remains U.S./China…
Pro Perspectives 8/12/19
August 12, 2019 We open the week with a storm of rising geopolitical issues. Let's step through them, and then…