by David Wagner | Apr 3, 2023 | Blog, Market Updates
March ‘23 Market Recap; The S&P 500 ignored the fallout from banking woes and recorded a surprising +3.7% gain last month, leaving the index in positive territory for Q1 ‘23 (+7.5%). After a mid-month hike, the current Fed Funds rate (upper bound) is at 5% vs....
by Aptus PM Team | Mar 31, 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: Yields on deposits are still laughably behind at many banks John Luke: and with...
by Aptus PM Team | Mar 24, 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 market sure seems to think the Fed is done hiking Source: Bianco as of 03.22.2023...
by Aptus PM Team | Mar 23, 2023 | Blog, Team
A partner firm is only as good as its people, and we think ours are great both in and out of the office. Hope you’ll enjoy a short video and Q&A from a few of us, stay tuned for more! Derek Hernquist: Business Developments & Partnerships ...
by John Luke Tyner | Mar 21, 2023 | Blog, Bonds
Municipal Spreads are Lacking Luster Spreads on short municipal paper (10yrs and in) are well inside their historic averages. Source: UBS. As of March 17th, 2023. Municipal Supply Remains Tight The expected muni supply coming to market is...
by Aptus PM Team | Mar 17, 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: Derek: Hopefully the first and last time we need to share SIVB charts, but in hindsight it stood out...
