by Aptus PM Team | Dec 9, 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: It’s been a year of really high day-to-day volatility Source: Strategas as of 12.07.2022...
by Aptus PM Team | Dec 8, 2022 | Blog, Bonds
Fed chair Powell (and many other FOMC members) have made it clear that as of today, the Fed intends to: Slow down the pace of hikes Reach a higher peak rate than it thought in September Stay at peak for longer than normal How long will policy remain...
by Aptus PM Team | Dec 2, 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: This year stands alone in modern history, for its combination of stock / bond weakness Data as...
by Aptus PM Team | Dec 1, 2022 | Blog, Bonds
Powell’s comments and the market response yesterday were noteworthy. The equity market rose (SPX +3.05%) while bond yields rallied across the yield curve following Powell’s Brookings Institute presentation. The market was positioned for a hawkish speech and...
by Aptus PM Team | Nov 25, 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: As is usually the case, this equity rally has attracted inflows Source: Strategas as of...
