by David Wagner | Apr 19, 2023 | Blog, Macro Updates
On the radio last week, I heard a classic John Prine song that had the following (slightly tweaked) lyric: “a clown puts his makeup on upside down, so even when he smiles, he wears a frown”. It’s actually a pretty funny song if you listen to the lyrics. I think it...
by James Yahoudy | Apr 18, 2023 | Blog, Financial Planning
As we put a wrap on another tax season, can we reflect? Savings and retirement Income planning, which are really at the core of every financial plan, tend to always have taxation as the common consideration. We naturally want to pay the minimal amount of taxes today....
by Aptus PM Team | Apr 14, 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: Inflation comps get tougher in the next few months vs. the heart of the 2022 Ukraine spike...
by John Luke Tyner | Apr 13, 2023 | Blog, Bonds
Core CPI was in line with a softer shelter print (shelter/OER came in at 0.45%), but the headline was a little soft as energy declined, food was flat. The big question is how will the Fed view this number? Source: Macro84. As of 4/12/23. Core still at...
by David Wagner | Apr 10, 2023 | Blog, Macro Updates
Alright, let’s hit a polarizing topic because I’ve been asked this question numerous times over the last week or so – the currency debate. It’s no secret that the dominance of the U.S. dollar has been challenged for years decades. In fact, I saw a clipping from 1975...
by Joseph Sykora | Apr 4, 2023 | Blog, Energy, Macro Updates
As recently as last month, OPEC (Organization of Petroleum Exporting Countries) and its representatives suggested that they had no intention of cutting crude oil production for the remainder of 2023. It was only a month ago that rumors swirled around whether UAE would...
