by Aptus PM Team | Oct 20, 2023 | 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: September retail sales were too hot for the bond market’s liking, with the weakness spilling...
by Aptus PM Team | Sep 22, 2023 | 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: The midpoint of the neutral policy rate hasn’t moved, but a few members have moved their...
by Aptus PM Team | Sep 15, 2023 | 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: Dave: September is famous for being the weakest month for stocks, with the 2nd half being the most...
by John Luke Tyner | Sep 13, 2023 | Blog, Bonds
Headline CPI rose 0.6% in August from the prior month, a faster pace than in July as gasoline prices jumped. Core CPI rose 0.3% (stripping food and energy costs), a hotter pace than the prior two months. Headline CPI: +0.6% (Consensus Expectations: +0.6%) Core CPI:...
by John Luke Tyner | Aug 15, 2023 | Blog, Bonds
Global central bankers will gather later this month in Jackson Hole, WY for their annual meeting. We anticipate markets will seek to understand Powell’s desire to push back on market pricing that the Fed will cut its key rate to around 4% by January 2025 from its...
