by John Luke Tyner | Mar 12, 2026 | Blog, Bonds
February CPI: As Expected In February, the CPI rose 0.267% headline and 0.216% core, effectively matching the consensus of 0.3% and 0.2%. Year-on-year, the headline index was a tad higher, from 2.39% to 2.43%, while the core slipped a bit from 2.51% to 2.47%. Food...
by John Luke Tyner | Jan 15, 2026 | Blog, Bonds
Another Cool-ish Inflation Report The CPI rose +0.3% m/m and 2.7% y/y in Dec. The core (ex-food & energy) measure was +0.2% m/m and 2.6% y/y. Source: Stifel as of 01.13.2026 Details of the report: Transportation services prices were flat, despite a...
by John Luke Tyner | Dec 31, 2025 | Blog, Bonds
On their own, bonds have been better in 2025 than in recent years. Capital appreciation across the complex may be limited from here, but the bigger story is the support this environment can lend to overall economic conditions. A few key themes that are emerging…...
by Aptus PM Team | Oct 31, 2025 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from an amazing run in stocks to those left behind, to the FOMC and inflation, and housing. Happy Halloween! Brian: Maybe it’s...
by Aptus PM Team | Oct 24, 2025 | Blog, Bonds
The September CPI report, delayed for more than two weeks, was finally released this morning. The September Inflation data is an important number used to calculate the 2026 Social Security cost-of-living (COLA) adjustment; COLA is now set to increase 2.8% for 2026 (a...
