by Aptus PM Team | Jul 1, 2022 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: Dave: there hasn’t been a single instance in 50 years of Fed Funds < CPI at the end of a tightening cycle Source: Strategas as of 6/27/2022...
by John Luke Tyner | Jun 28, 2022 | Blog, Macro Updates
A Central Bank’s place in an economy is to be the behind-the-scenes moderator of financial conditions. Here in the US, they specifically have two jobs: price stability and full employment. Their job is to step into the mix when financial conditions overly...
by John Luke Tyner | Jun 24, 2022 | Blog, Bonds
Fed Update Chairman Powell was before Congress this week and admitted several things: 1) rate hikes will not likely bring down cost of gas; 2) rate hikes will not likely bring down the cost of food (wheat, etc); and 3) a soft landing is unlikely, and growth is coming...
by Aptus PM Team | Jun 24, 2022 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: John Luke: not hard to see what’s driving the equity market’s appetite for risk Source: Piper Sandler as of 6/24/2022 Brad: major shortages...
by James Yahoudy | Jun 23, 2022 | Blog, Financial Planning
A family member, a young boy yet to reach his 3rd birthday has inspired me and this piece. He went from a potential concussion to 3 weeks in the hospital, and today getting a lung deflated to remove a peach size mass. The resilience and strength that both him and his...
by Aptus PM Team | Jun 17, 2022 | Blog, Charts, Market Updates
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: JL: by any measure, the inflation picture is different than the past two decades Source: PGM Global as of 6/14/2022 Dave: heading for only the...
