by Aptus PM Team | Jan 6, 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: Not many places to hide in 2022 Source: JP Morgan as of 12.31.22 Dave: and the only...
by Aptus PM Team | Jan 5, 2023 | Blog, Bonds
Real Bad, Nominal Worse While the Fed might have been slow off the mark in fighting inflation in 2021, they marched double-time last year starting in March, taking the benchmark Fed Funds rate from about roughly 0% to 4.5%. This brought extreme pain to the...
by Aptus PM Team | Dec 30, 2022 | 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: No shortage of big market stories this year, but among the most widely felt may be the...
by Aptus PM Team | Dec 23, 2022 | 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: JL: Markets are no longer buying the Fed’s hawkish story Data as of 12.16.2022 JL:...
by Aptus PM Team | Dec 21, 2022 | Blog, Bonds
Bank of Japan (BOJ) Finally Flinched BOJ made a decision to double the trading band of the 10-year Japanese government bond. We believe the move is justified. It may mark the start of a gradual shift away from the strict bond yield controls emblematic of...
