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Pro Perspectives 4/13/22

April 13, 2022 JP Morgan kicked off Q1 earnings season this morning.   It's the biggest bank in the country.  No entity…

Pro Perspectives 4/12/22

April 12, 2022 Inflation for March came in at 8.5% (compared to March of last year).  That's a hot number,…

Pro Perspectives 4/11/22

April 11, 2022 We start the week with a lot of noise for markets to digest (China lockdowns, Elon Musk/Twitter,…

Pro Perspectives 4/8/22

April 8, 2022 We talked yesterday about the path to perpetual quantitative easing. After all, we've yet to see an example of a…

Pro Perspectives 4/7/22

April 7, 2022 Yesterday we talked about the history of the Fed's last quantitative tightening.    After spending eighteen months shrinking…

Pro Perspectives 4/6/22

April 6, 2022 The minutes from the March Fed meeting were released today, laying out  a plan for reducing the Fed's…

Pro Perspectives 4/5/22

April 5, 2022 On January 5th, the minutes from the December Fed meeting spelled out exactly what Jay Powell had told us just…

Pro Perspectives 4/4/22

April 4, 2022 The banks will kick off earnings season next week.  They will be reporting on a quarter that slowed…

Pro Perspectives 4/1/22

April 1, 2022 We end the week, and open a new month and quarter, with the jobs report.   Not surprisingly,…

Pro Perspectives 3/31/22

March 31, 2022 For the second time in four months, the President has announced a release of oil from the Strategic…