by John Luke Tyner | Apr 13, 2023 | Blog, Bonds
Core CPI was in line with a softer shelter print (shelter/OER came in at 0.45%), but the headline was a little soft as energy declined, food was flat. The big question is how will the Fed view this number? Source: Macro84. As of 4/12/23. Core still at...
by John Luke Tyner | Apr 3, 2023 | Blog, Bonds
A Look Back on TIPS Treasury Inflation-Protected Securities (TIPS) are a type of government bond issued by the US Treasury Department. Unlike conventional bonds, TIPS are designed to protect investors from inflation. This is done by adjusting the bond’s...
by David Wagner | Apr 3, 2023 | Blog, Market Updates
March ‘23 Market Recap; The S&P 500 ignored the fallout from banking woes and recorded a surprising +3.7% gain last month, leaving the index in positive territory for Q1 ‘23 (+7.5%). After a mid-month hike, the current Fed Funds rate (upper bound) is at 5% vs....
by Aptus PM Team | Mar 24, 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: The market sure seems to think the Fed is done hiking Source: Bianco as of 03.22.2023...
by Marketing | Mar 17, 2023 | Market Notes, Media Notes
Bond yields plunge, volatility soars as odds of Fed pause climb 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...
