by Aptus PM Team | Dec 6, 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: 2022 seems like a generation ago, historic in a different way Source: Strategas as of 11.30.2024...
by John Luke Tyner | Dec 4, 2024 | Blog, Bonds
Insurance Cut in December is Likely…Then a Pause The jobs forecast from Linkup, a leading provider of labor demand data to the capital markets, indicates a marked slowing in the pace of hiring (and openings). This implies a smaller upward revision to October than...
by Aptus PM Team | Nov 29, 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: Beckham: This year’s S&P 500 has been one of the steadier rises in recent history Data as of...
by John Luke Tyner | Nov 21, 2024 | Blog, Bonds
The FOMC has eased 75 bps since September, but financial conditions have tightened about 25 bps since then due to the runup in real yields (the 10 year has backed up 80bps). Conditions are still “loose”, but not as loose as one might typically expect after 75 bps of...
by Marketing | Nov 2, 2024 | Market Notes, Media Notes
Dow trims earlier gains as bond yields jump
