by Aptus PM Team | Apr 19, 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: Brad: Earnings among US stocks have continued to decline in recent months, though projections for next...
by Aptus PM Team | Apr 12, 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: John Luke: This week was mostly about inflation, with CPI Supercore running hot Source: MKM as of...
by John Luke Tyner | Apr 11, 2024 | Blog, Bonds
US inflation topped forecasts for a third straight month. Both the Core and the Headline consumer price index increased 0.4% from February. Source: Stifel as of 04.10.2024 March CPI: Headline: +0.4% (Exp: +0.3%) Core: +0.4% (Exp: +0.3%) YoY: Headline:...
by John Luke Tyner | Mar 27, 2024 | Blog, Bonds
Treasury Issuance Back at Pandemic Levels As we’ve noted over the last year, the current level of US fiscal deficits, given a strong economy and low unemployment, is uncharted territory. It was ironic that Phillip Swagel, director of the Congressional Budget...
by John Luke Tyner | Mar 13, 2024 | Blog, Bonds
Inflation Stabilizing Above 3% The U.S. CPI rose +0.4% m/m (3.2% y/y) & core (ex-food & energy) was +0.4% m/m (3.8% y/y) in February. The so-called “supercore” gauge slowed to 0.47% on the month, down from a red-hot 0.85% in January. The data is...
