by Aptus PM Team | Dec 15, 2023 | Blog, Bonds
As expected, the Fed left its target rate unchanged at 5.25% – 5.50%, matching market consensus. The updated rate forecast, or dot plot, doesn’t have another rate hike penciled in next year. Source: Bianco/Fed as of 12.14.2023 In addition, expectations...
by Aptus PM Team | Dec 8, 2023 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence: Dave: Markets are currently obsessed with the idea of multiple rate cuts in 2024. Historically, rate “holds”...
by Aptus PM Team | Dec 7, 2023 | Blog, Bonds
Fed expectations moved drastically last week. On Friday, November 24, markets were pricing in three cuts in 2024, with the first in June (orange). By Friday, December 1, the market was pricing in five cuts in 2024, starting around April (blue). Source: Bianco...
by Aptus PM Team | Dec 1, 2023 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence: Beckham: We just completed a 2 year period where both the NASDAQ 100 and S&P 500 Equal Weight were...
by Aptus PM Team | Nov 24, 2023 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence: Dave: Advisors know this has been a challenging year for the typical stock relative to the S&P 500...
