by Aptus PM Team | Sep 2, 2022 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence: Dave: The first half of 2022 mostly driven by Fed hikes, but 2nd half looks like an earnings story… Data...
by Marketing | Sep 1, 2022 | Market Notes, Media Notes
Analysis: U.S. Treasury traders switch strategies as liquidity problems worsen 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...
by Aptus PM Team | Aug 26, 2022 | 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 fill the puzzle of evidence: Dave: Where will Fed Funds and CPI intersect? JL: and will the 10 year bond again give us clues to...
by John Luke Tyner | Aug 17, 2022 | Blog, Bonds
CPI Softer but Higher Unit Labor Costs (ULCs) Remain Problematic A sustained slowdown in inflation (the Fed’s clear goal) will require a sustained slowdown in economic activity — creating slack and driving down Unit Labor Cost growth. A key economic...
by JD Gardner | Aug 3, 2022 | Market Updates
The plan was to discuss valuations, but July created the opportunity to revisit two important concepts: Asset Allocation Upside and Downside Capture We wanted to touch on both and their impact to our portfolios. Asset Allocation Asset allocation is the...
