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Pro Perspectives 6/16/21

June 16, 2021 Let's talk about the Fed meeting today ... The Fed now sees growth this year coming in…

Pro Perspectives 6/15/21

June 15, 2021 The conclusion of a big Fed meeting comes tomorrow afternoon. Billionaire Paul Tudor Jones, one of the…

Pro Perspectives 6/14/21

June 14, 2021 The G7 leaders wrapped up their meeting on Sunday.  In my last note, we talked about the…

Pro Perspectives 6/11/21

June 11, 2021 G7 leaders are meeting today in the UK.  What does it mean for markets?  Possibly a lot. Back…

Pro Perspectives 6/10/21

June 10, 2021 The inflation data this morning came in hot, as expected. Still, the Treasury market moved in the…

Pro Perspectives 6/9/21

June 9, 2021 We have a big inflation report tomorrow, and it's going to be hot (again).  And yet, the…

Pro Perspectives 6/8/21

June 8, 2021 We looked at three bubble charts a few weeks ago (bitcoin, Tesla and Lumber), each of which…

Pro Perspectives 6/7/21

June 7, 2021 We get more inflation data this Thursday.  As we discussed the past few weeks, when the Q2 data…

Pro Perspectives 6/4/21

June 4, 2021 Like last month, the jobs report this morning continues to show a labor shortage, as employers are…

Pro Perspectives 6/3/21

June 3, 2021 Yesterday we talked about the Fed's announcement that they would be exiting the corporate bond market (i.e.…