by Aptus PM Team | Jan 27, 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: Brad: One of the “junkiest” rallies since the Global Financial Crisis, some of the past ones have...
by David Wagner | Jan 24, 2023 | Blog, Macro Updates
It’s showtime baby! As many of y’all are aware, Q4 earnings season tends to be a bit longer than the others, as it takes a little while longer for companies to close the books on their year-end. We expect earnings to take the center stage going forward, where...
by David Wagner | Jan 23, 2023 | Blog, Macro Updates
Unfortunately, we are about to talk politics – let’s rip the band aid off and dive in. The U.S. just hit its debt limit. Taking a Trip Down Memory Lane Essentially, the political environment in D.C. in ’11 is much like today – Dem. President / Dem....
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...
