by David Wagner | Mar 10, 2023 | Blog, Macro Updates
I hope that y’all have not had PTSD 2.0 of the GFC over the last few days. The KBW Regional Banking Index (KRE) is having its worst week since … October 2008. We had to break out the textbooks on my last musing (ERP), so I’ll do my best to keep this as simple as...
by Marketing | Jan 27, 2023 | Market Notes, Media Notes
Goldman Sachs CEO touts bank performance as some investors balk Disclosures This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational purposes...
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 Marketing | Jan 13, 2023 | Market Notes, Media Notes
Bank earnings fail to impress investors as recession worries rise Disclosures This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational...
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...
