by Aptus PM Team | Feb 15, 2022 | Blog, Macro Updates
The inflation print was hotter than expected and surprised to the upside AGAIN. The data should reinforce the Fed’s need to begin raising rates next month to combat broad-based inflationary pressures. The continuation of strong inflation data (and job/wage data)...
by Aptus PM Team | Jan 14, 2022 | Blog, Macro Updates
It’s been a big week for Chairman Powell as the Senate held his reconfirmation hearing on Tuesday and this morning (Wednesday) brought the release of the final inflation data for 2021. Headline CPI came in at 7%, a 39 year high. The back half of 2021 will be...
by Aptus PM Team | Sep 15, 2021 | Blog
August PPI and CPI and Fed Survey Update… QE Taper Coming late ‘21 Boy did we get the tale of two reports from the August inflation data. The PPI report was modestly higher than expectations whereas the CPI report was modestly lower… so which one is right?...
by Aptus PM Team | Mar 8, 2021 | Blog, Fixed Income
One question we’ve gotten a lot recently is how can investors position portfolios if we see some inflationary pressure… are Treasury Inflation-Protected Securities (TIPS) a good idea? What are TIPS? Straight from the Treasury… “The principal of a TIPS increases with...
