by Aptus PM Team | Mar 27, 2024 | Blog, Bonds
Treasury Issuance Back at Pandemic Levels As we’ve noted over the last year, the current level of US fiscal deficits, given a strong economy and low unemployment, is uncharted territory. It was ironic that Phillip Swagel, director of the Congressional Budget...
by Aptus PM Team | Feb 29, 2024 | Blog, Bonds
Productivity is the Way Out Productivity plays a crucial role in influencing both inflation and economic growth. A key to stopping a second wave of inflation is likely productivity (output per hour) picking up. Instead of having too much money chasing too few goods we...
by Aptus PM Team | Feb 23, 2024 | 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: John Luke: Rate expectations have changed dramatically in a few short weeks Data as of 02.23.2024...
by Aptus PM Team | Feb 16, 2024 | 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: The typical pattern for earnings estimates is to start high and fade throughout the year ...
by Aptus PM Team | Feb 9, 2024 | 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: John Luke: Market expectations for 2024 interest rate cuts are slowly moving back towards FOMC guidance...
