July 2023 FOMC: Another 25bps
The Fed raised rates for the 11th time in 16 months, bumping rates +25bp to 5.25%-5.5% at today’s FOMC meeting. This matched the market consensus and puts short-term rates...
The Market in Pictures, July 21
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:...
Aptus Musings: Q2 2023 Earnings Preview
Before we dive in, if anyone needs any of our quarterly newsletters, presentations, updates, etc., feel free to reach out. Also, if anyone would like a quarterly market...
The Fed is Still on Alert
With many declaring the Fed’s work done, we thought it made sense to discuss the challenges that still remain in this hiking cycle. The headline inflation numbers have been...
The Market in Pictures, July 14
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: John Luke:...
Will June CPI Be the Low?
More Progress in June Inflation Numbers: → Headline CPI +0.2% M/M (vs +0.3% expected, +0.1% prior) → Core CPI +0.2% M/M (vs +0.3% expected, +0.4% prior) It was exactly one...
The Never-Ending Balancing Act
There is a constant pirouette of working, saving, and spending throughout our lives. Regardless of your career and net worth, we all attempt to elegantly balance our budget...
The Market in Pictures, July 7
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: John Luke:...
Fed and Treasury on Collision Course
QT Slowly Eating Away Liquidity Even with the spike in the Fed’s Balance sheet following the SIVB (Silicon Valley Bank) collapse, QT is still quietly going on in the...
Rearview to Windshield, July 2023
June ‘23 Market Recap: The banking fears of Q1 faded into an all-out Artificial Intelligence (“AI”) FOMO trade in Q2, as the S&P 500 returned 8.74%. Outside of AI, this...
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