by Aptus PM Team | Sep 28, 2022 | Blog, Bonds
As interest rates continue their hockey stick move higher, we looked back to history for guidance on when we might see peak rates. We discovered a valuable nugget of information: before Volcker, interest rates actually tended to peak after the CPI peaked (often well...
by Aptus PM Team | Sep 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 how they help fill the puzzle of evidence: John Luke: This year already ranks with some of the worst modern markets for the frequency of big down days...
by Aptus PM Team | Sep 22, 2022 | Blog, Macro Updates
As expected, the Federal Reserve opted to raise rates 75bps, taking the target range to 3.00% to 3.25%, with a total of 300bps in policy adjustments since March…the fastest rise over a seven-month span in four decades. Coming into today, the debate was between 75bps...
by Aptus PM Team | Sep 16, 2022 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence: John Luke: Inflation was the topic of the week, its death may have been greatly exaggerated Data as of...
by Aptus PM Team | Sep 14, 2022 | Blog, Bonds
Another Hot Inflation Report CPI came in above expectations yet again. In fact, headline inflation has only come in below expectations once in the past year. The U.S. CPI rose +0.1% m/m in Aug, and 8.3% y/y. The core CPI (ex food & energy) surged +0.6% m/m...
