by John Luke Tyner | Oct 13, 2022 | Blog, Bonds
Another hot print with Core CPI hitting a new cycle high of 6.6% y/y, numbers summarized here: CPI m/m: +0.4% CPI y/y: +8.2% (vs +8.1% exp) Core m/m: +0.6% (vs +0.4% exp) Core y/y: +6.6% (vs +6.5% exp) (vs +0.2% exp) On a positive note, even with the...
by John Luke Tyner | Oct 12, 2022 | Blog, Bonds
I’ve been reading Edward Chancellors book The Price of Time over the last couple weeks. It’s a bit dense but found it thoroughly interesting and informative. Basically the entire book walks through the importance of interest and the role it has played in forming our...
by Aptus PM Team | Oct 7, 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: JD: We’re going through an investment environment that requires a multi-decade look back to find comps ...
by David Wagner | Oct 4, 2022 | Blog, Market Updates
Developments Over the Past Month Can you Hear the Fed Now? September 2022 Market Recap: At the end of September, the Fed removed any remaining doubt about its commitment to getting inflation under control. As a result, both bonds and stocks sold off sharply....
by Joseph Sykora | Oct 3, 2022 | Blog, Market Updates
When we think about narratives surrounding slowing economic growth, our job as investors is to translate narrative into number. In other words, if the Federal Reserve continues to hike interest rates, if the housing market gets sluggish, if unemployment starts to...
by Aptus PM Team | Sep 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 how they help fill the puzzle of evidence: John Luke: Even the most experienced investors are experiencing something they’ve never seen, with bonds ...
