by John Luke Tyner | Apr 27, 2023 | Blog, Bonds
Curves are Inverted, Term Premiums LOW The market continues to price in a return to the 2010 norms of subdued inflation pressure, with term premia below zero across the curve. Source: TS Lombard. As of 04.12.2023 While slower nominal growth could put a...
by John Luke Tyner | Apr 25, 2023 | Blog, Macro Updates
The recent performance of gold has caught investor attention. Following the banking sector stress, and a near-record drop in the US 2-year Treasury yield, markets have had a significant change in risk appetite. Markets have repriced from 100bps of further tightening...
by Aptus PM Team | Apr 21, 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: Looks like markets have restored expectations of 25 bps hike after wavering last month ...
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...
