by Aptus PM Team | Feb 14, 2023 | Blog, Bonds
Another Stubborn CPI Report Likely Pressures Fed to Maintain Hikes The BLS’s latest inflation figures published this morning showed consumer prices rose 6.4% Y/Y in January, slightly higher than consensus. From a high-level view it was a fairly status quo...
by Aptus PM Team | Jan 18, 2023 | Blog, Bonds
The US government will change its CPI methodology beginning next month. Previously they had updated weights biennially using two years of expenditure data. So for last year, the 2019 and 2020 y/y %’s have been combined to form the “comp” against which y/y inflation...
by Aptus PM Team | Jan 13, 2023 | Blog, Bonds
CPI was right on the screws with expectations at -0.1% on headline and +0.3% core. But the details do paint a picture of lingering pressures at the core. Core services rose by 0.5%, up from the 0.4% in November. Owners’ equivalent rent rose by 0.8%, the highest...
by Aptus PM Team | Dec 23, 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: Markets are no longer buying the Fed’s hawkish story Data as of 12.16.2022 JL:...
by Marketing | Dec 14, 2022 | Market Notes, Media Notes
U.S. inflation cools as consumer price index rises 7.1% 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 informational purposes only and...
