by Aptus PM Team | Oct 14, 2022 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence: John Luke: Looking out at some possible ranges for CPI over the next 3-6 months Data as of 10.12.2022 ...
by Aptus PM Team | Oct 13, 2022 | Blog, Bonds
Another hot print with Core CPI hitting a new cycle high of 6.6% y/y, numbers summarized here: CPI m/m: +0.4% CPI y/y: +8.2% (vs +8.1% exp) Core m/m: +0.6% (vs +0.4% exp) Core y/y: +6.6% (vs +6.5% exp) (vs +0.2% exp) On a positive note, even with the...
by Aptus PM Team | Sep 28, 2022 | Blog, Bonds
As interest rates continue their hockey stick move higher, we looked back to history for guidance on when we might see peak rates. We discovered a valuable nugget of information: before Volcker, interest rates actually tended to peak after the CPI peaked (often well...
by Aptus PM Team | Sep 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 how they help fill the puzzle of evidence: John Luke: This year already ranks with some of the worst modern markets for the frequency of big down days...
by Aptus PM Team | Sep 16, 2022 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence: John Luke: Inflation was the topic of the week, its death may have been greatly exaggerated Data as of...
