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 Aptus PM Team | 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...
by Aptus PM Team | Jul 19, 2023 | Blog, Bonds
With many declaring the Fed’s work done, we thought it made sense to discuss the challenges that still remain in this hiking cycle. The headline inflation numbers have been hammered down, but underlying conditions still give them the backdrop to try putting the...
by Aptus PM Team | Jun 21, 2023 | Blog, Bonds
Source: Strategas as of 06.20.2023 Many of the underlying sources of inflation have cooled over the past year. Supply chains have improved, interest rate sensitive sectors are seeing slower growth, but is it enough to get to the fed’s 2% target? The...
