by Aptus PM Team | Oct 28, 2022 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence: John Luke: Fastest monetary tightening in decades Source: Bianco as of 10.25.2022 John Luke: and...
by David Wagner | Oct 25, 2022 | Blog, Macro Updates
In some ways, the midterm elections have been demoted in importance as investors have been concentrating on Federal Reserve policy. It has been well-documented how markets have fared during previous midterm election years. However, the macro backdrop is quite...
by John Luke Tyner | Oct 24, 2022 | Blog, Bonds
Treasury yields are once again higher this morning with the 10-year Treasury hitting its highest yield in 15 years. It’s currently at 4.32% which matches yields last visited in 2007. The 10-year yield has risen since it hit an intra-day low on Monday, climbing to...
by Aptus PM Team | Oct 21, 2022 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence: John Luke: “Unprecedented” has been the word of the year in markets, pushing for another here as we reach 12...
by David Wagner | Oct 17, 2022 | Blog, Macro Updates
When someone says, “It’s football season”, Kentuckians, in their own dialect, instantaneously translate that to “Keeneland is about to open”. Even more exciting this year, the racetrack will be getting an extra weekend of fun with the ’22 Breeders Cup being raced the...
by Aptus PM Team | Oct 14, 2022 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence: John Luke: Looking out at some possible ranges for CPI over the next 3-6 months Data as of 10.12.2022 ...
