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:...
by John Luke Tyner | Dec 21, 2022 | Blog, Bonds
Bank of Japan (BOJ) Finally Flinched BOJ made a decision to double the trading band of the 10-year Japanese government bond. We believe the move is justified. It may mark the start of a gradual shift away from the strict bond yield controls emblematic of...
by Aptus PM Team | Dec 19, 2022 | Blog, Market Updates
The Necessity to Focus on What Matters – One of the most influential things that we’ve all learned is that short-term events rarely matter. In the moment, they will feel like they do, but they simply will not add value over longer periods of time. This...
by Aptus PM Team | Dec 16, 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: Earnings estimates held up into Q3 but are starting to fall at a decent clip Source: PSC as...
