by Aptus PM Team | Aug 11, 2022 | Blog, Bonds, Macro Updates
U.S. Headline CPI was flat from June to July, slowing to 8.5% YoY. The core CPI (ex food & energy) rose +0.3%, keeping the YoY number at 5.9%. Headline CPI had the lowest monthly overall reading since May 2020 (0.0%). The unchanged reading was driven by an...
by Aptus PM Team | Aug 5, 2022 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: Brad: Earnings continue to be solid for S&P companies, sales even stronger Source: Strategas as of 08.01.2022 Dave: … that...
by Aptus PM Team | Aug 4, 2022 | Blog, Bonds
Another Sizable Hike The Fed raised its policy rate by 75 bps as expected, which according to Chairman Powell brings the Fed Funds target range back to “neutral”. Powell indicated decisions moving forward would be data dependent. Following the market responses...
by Aptus PM Team | Jul 29, 2022 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: Dave: The start of earnings season was a story of “not bad”, with lower price movement than usual for both hits and misses… Source:...
by Aptus PM Team | Jul 22, 2022 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: Joseph: Current fundamentals looking nothing like those of historic bear market bottoms Source: Strategas as of 07.15.2022 JD: Investors...
