by Aptus PM Team | Mar 29, 2024 | 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: Brett: It’s been a historic equity rally these past few months, here’s where this one sits relative to...
by John Luke Tyner | Mar 27, 2024 | Blog, Bonds
Treasury Issuance Back at Pandemic Levels As we’ve noted over the last year, the current level of US fiscal deficits, given a strong economy and low unemployment, is uncharted territory. It was ironic that Phillip Swagel, director of the Congressional Budget...
by Aptus PM Team | Mar 22, 2024 | 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: John Luke: The market is finally in gear with the FOMC’s actual plans Source: Bianco as of...
by John Luke Tyner | Mar 21, 2024 | Blog, Bonds
The FOMC voted unanimously to leave their benchmark rate unchanged in the target range of 5.25%-5.5%. Source: Bloomberg as of 03.20.2024 The big surprise was the willingness of the Fed to maintain their projection for 3 rate cuts in 2024 even on the back...
by Brian Jacobs | Mar 19, 2024 | Blog, Investment Concepts
The NCAA Tournament is not just an annual highlight of American sports betting—err, culture—but also a prime lesson in decision-making amidst uncertainty. And no, writing this is not just clever justification on my part to delve into bracket strategy while pretending...
by Aptus PM Team | Mar 15, 2024 | 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: Brett: Equity valuations had been tied to interest rates in this cycle, but they’ve separated in recent...
