by John Luke Tyner | Dec 21, 2023 | Blog, Bonds
The shift in expectations for future interest rates has become the top narrative of markets. Following last week’s FOMC meeting, markets were thrilled to see the Fed add rate cuts to their Dot plot (SEP Projections) and talk about the potential for rate cuts....
by Aptus PM Team | Dec 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: John Luke: The story of this week was the Fed, and how far out in front the market is in terms of rate cuts...
by John Luke Tyner | Nov 22, 2023 | Blog, Bonds
Last week, the CPI & PPI print both came in weaker than expected. The market responded favorably with stocks up and yields dropping. The bigger change in our minds was the drop in forward interest rate expectations where the market continues to price a lower...
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...
