by Aptus PM Team | Jan 20, 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: It’s great to see actual yield available for the first time since before the financial crisis...
by David Wagner | Jan 18, 2023 | Blog, Macro Updates
Stocks have rallied to start 2023 and the biggest reason for the early gains is that investors are interpreting further declines in inflation, slowing economic growth, and less-hawkish Fed rhetoric as increasing the chances for an economic “soft landing.” For...
by John Luke Tyner | Jan 18, 2023 | Blog, Bonds
The US government will change its CPI methodology beginning next month. Previously they had updated weights biennially using two years of expenditure data. So for last year, the 2019 and 2020 y/y %’s have been combined to form the “comp” against which y/y inflation...
by Aptus PM Team | Jan 13, 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: Dave: Have we entered a new regime of how stocks and bonds interact? Source: Strategas as of...
by John Luke Tyner | Jan 13, 2023 | Blog, Bonds
CPI was right on the screws with expectations at -0.1% on headline and +0.3% core. But the details do paint a picture of lingering pressures at the core. Core services rose by 0.5%, up from the 0.4% in November. Owners’ equivalent rent rose by 0.8%, the highest...
by James Yahoudy | Jan 9, 2023 | Blog, Financial Planning
It’s now time to put a wrap on the year to do some reflecting and planning. At this point last year, your sentiment on your portfolio and maybe even the economy was likely in a totally different place. Simply said, 2022 was painful, almost regardless of your risk...
