by John Luke Tyner | Dec 1, 2022 | Blog, Bonds
Powell’s comments and the market response yesterday were noteworthy. The equity market rose (SPX +3.05%) while bond yields rallied across the yield curve following Powell’s Brookings Institute presentation. The market was positioned for a hawkish speech and...
by Marketing | Nov 22, 2022 | Market Notes, Media Notes
TREASURIES-Most U.S. yields inch higher at start of holiday-shortened week 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 | Nov 18, 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 fit the unfolding puzzle of evidence: JL: Year-over-year food costs are set to deflate for the first time since pre-COVID Source: Bianco...
by David Wagner | Nov 15, 2022 | Blog, Market Updates
I’ve been asked what we thought about the magnitude and sustainability of last week’s market reaction to Thursday’s CPI print. We love putting things into context and last week’s rally is very difficult to do so. Thursday’s CPI print spurred one of the biggest 1-day...
by Aptus PM Team | Nov 11, 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 fit the unfolding puzzle of evidence: JL: stock prices have generally tracked earnings revisions this year, with a clear bias towards...
