by John Luke Tyner | Jul 12, 2023 | Blog, Macro Updates
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 year ago that headline CPI topped 9.0% (July 13th, 2022) with 10-year yields closing at 3.07%...
by James Yahoudy | Jul 11, 2023 | Blog, Financial Planning
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 to achieve our lifestyle and savings goals. As illustrated below, the amount of spending since...
by Aptus PM Team | Jul 7, 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: John Luke: Mortgage rates are moving higher again Source: YCharts John Luke: but US buyers...
by John Luke Tyner | Jul 5, 2023 | Blog, Bonds
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 background. The Fed has stayed course in their communication of the importance of shrinking...
by David Wagner | Jun 30, 2023 | Blog, Market Updates
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 quarter’s narrative was “Immaculate Disinflation”, which embodies falling inflation and stable...
by Aptus PM Team | Jun 30, 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: John Luke: The cleanest story since the October low has been decelerating headline inflation, which lines...
