by David Wagner | Aug 25, 2023 | Blog, Macro Updates
We’ve been fielding a few questions as to why higher rates have seemingly had no collateral damage on the economy except for a few banking failures back in March. Let’s hit on a few talking points. The data on the investment side of the economy tells a story of strong...
by Aptus PM Team | Aug 18, 2023 | 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: Mark: The ability of US corporations to sit patiently with long-term debt has been one of the unique...
by David Wagner | Aug 15, 2023 | Blog, Macro Updates
Last week, President Biden signed an executive order limiting US investments in China for advanced semiconductors, quantum computing, and Artificial Intelligence (AI) systems. While the executive order was narrow in scope, trade data released this week shows that a...
by John Luke Tyner | Aug 15, 2023 | Blog, Bonds
Global central bankers will gather later this month in Jackson Hole, WY for their annual meeting. We anticipate markets will seek to understand Powell’s desire to push back on market pricing that the Fed will cut its key rate to around 4% by January 2025 from its...
by Aptus PM Team | Aug 11, 2023 | 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: Brad: Most Q2 earnings are out, and it’s generally been better-than-expected Source: Strategas as...
by John Luke Tyner | Aug 11, 2023 | Blog, Bonds
The July CPI came out to be another soft report and points to further moderation in inflation. Headline CPI increased by 0.2% MoM (0.167% unrounded), which resulted in the YoY rate increasing two-tenths to 3.2% as base effects were less favorable than last month. For...
