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Pro Perspectives 11/8/19
November 8, 2019 As the prospects of inking a limited trade deal have risen, so has the yuan. The PBOC…
Pro Perspectives 11/7/19
November 7, 2019 We've talked about the ingredients in place for a "melt-up." And it's not just stocks. It's an…
Pro Perspectives 11/6/19
November 6, 2019 If we look at the performance across the stock market since the Fed flipped directions on monetary…
Pro Perspectives 11/5/19
November 5, 2019 As we discussed in my October 11th Pro Perspectives note, when Trump stood in the Oval Office and…
Pro Perspectives 11/4/19
November 4, 2019 We have what looks like a melt-up brewing into the year end. And given that this is a…
Pro Perspectives 11/1/19
November 1, 2019 As we enter November, we continue to track the path of this 1995 comparison we looked at…
Pro Perspectives 10/31/19
October 31, 2019 Tomorrow we get the October jobs number. This report is expected to come in below 100k, and may…
Pro Perspectives 10/30/19
October 30, 2019 The Fed cut rates again today, meeting the market’s expectations. Remember, just 10 months ago, they made…
Pro Perspectives 10/29/19
October 29, 2019 The Fed decides on monetary policy tomorrow. The interest rate market is pricing in a 97% chance…
Pro Perspectives 10/28/19
October 28, 2019 Before I get to today's note, so you don't miss any of my future notes, please take…
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