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Pro Perspectives connects policy, positioning and catalysts into a framework you can use. Written by Bryan Rich, delivered free each morning.
Policy, central banks and geopolitics, connected to what moves markets.
Fed decisions, Treasury dynamics and ECB moves.
Trade policy, sanctions and currency regimes.
Institutional flows, activist campaigns and catalysts.
AI infrastructure spending and the companies building it.
France’s 10-year yield closed above 5% today. That’s 1.6 percentage points more than Germany pays, up from 1.5 yesterday.
Read the full note →Marco Rubio was in India today, and said nearly every country he talks to has a diesel problem.
Read the full note →For much of this year, we’ve been talking about Europe’s doom loop. Let’s talk about how it’s playing out.
Read the full note →As we discussed last month, the AI buildout is about competition for capital, at such a scale that it’s competing with the U.S. Treasury for money.
Read the full note →We had the September inflation report this morning. Headline CPI jumped to 3.7%. Let’s take a look under the hood.
Read the full note →The big U.S. banks reported today. The boom loop we’ve been talking about since March is in these numbers, and in what the CEOs said about AI. First, the numbers.
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