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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…

Pro Perspectives 7/7/20

July 7, 2020 Last Tuesday, with inflation data hitting that was confirming the rise in wages and the rise in…

Pro Perspectives 7/6/20

July 6, 2020 We've talked about the set up for positive surprises in the June economic data.   The data delivered…

Pro Perspectives 7/2/20

July 2, 2020 We came into the week expecting to see the focus turn to the economic data, where the table…

Pro Perspectives 7/1/20

July 1, 2020 As we discussed on Monday, with the economic data rolling in this week, the table has been set for…

Pro Perspectives 6/30/20

June 30, 2020 Stocks rose as much as 1.4% this afternoon as Powell and Mnuchin testified before the House Finance Committee,…

Pro Perspectives 6/29/20

June 29, 2020 We have a short week this week, with the observance of Independence Day on Friday.    But…