by Aptus PM Team | Aug 25, 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: John Luke: It’s unusual for stocks to rally when real yields are screaming higher Data as of...
by John Luke Tyner | Aug 15, 2023 | Blog, Bonds
Global central bankers will gather later this month in Jackson Hole, WY for their annual meeting. We anticipate markets will seek to understand Powell’s desire to push back on market pricing that the Fed will cut its key rate to around 4% by January 2025 from its...
by Aptus PM Team | Aug 11, 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: Most Q2 earnings are out, and it’s generally been better-than-expected Source: Strategas as...
by Aptus PM Team | Aug 4, 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: If you don’t recall this kind of volatility in the rate market, well…it’s been awhile ...
by John Luke Tyner | Aug 1, 2023 | Blog, Bonds
Rise in Interest Income is Helping Buoy the Consumer The increase in interest rates over the last 15-18 months has made it is more expensive to borrow money but on the flip side, they have higher yielding options to put cash to work. Source: WSJ as of...
