by Aptus PM Team | Jan 6, 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: Not many places to hide in 2022 Source: JP Morgan as of 12.31.22 Dave: and the only...
by John Luke Tyner | Jan 5, 2023 | Blog, Bonds
Real Bad, Nominal Worse While the Fed might have been slow off the mark in fighting inflation in 2021, they marched double-time last year starting in March, taking the benchmark Fed Funds rate from about roughly 0% to 4.5%. This brought extreme pain to the...
by David Wagner | Jan 3, 2023 | Blog, Market Updates
December 2022 Market Recap: There was no “Santa Claus” rally in December – more of a “Santa Snooze” – as the market traded effectively sideways the last 2 weeks to finish the year at ~3840 on the S&P 500, near the midpoint of the ~3500-4200 range we have...
by Aptus PM Team | Dec 30, 2022 | 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: No shortage of big market stories this year, but among the most widely felt may be the...
by Joseph Sykora | Dec 27, 2022 | Blog, Macro Updates
The Federal Open Market Committee (FOMC) has the ability to set interest rates through the Fed Funds rate – the overnight lending rate among US banks. Banks are required to retain a certain amount in deposits as capital to help guarantee their solvency. Bank deposits...
by Aptus PM Team | Dec 23, 2022 | 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: JL: Markets are no longer buying the Fed’s hawkish story Data as of 12.16.2022 JL:...
