by Aptus PM Team | Aug 25, 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: It’s unusual for stocks to rally when real yields are screaming higher Data as of...
by David Wagner | Aug 25, 2023 | Blog, Macro Updates
We’ve been fielding a few questions as to why higher rates have seemingly had no collateral damage on the economy except for a few banking failures back in March. Let’s hit on a few talking points. The data on the investment side of the economy tells a story of strong...
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...
by Aptus PM Team | Aug 11, 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: Brad: Most Q2 earnings are out, and it’s generally been better-than-expected Source: Strategas as...
by John Luke Tyner | Aug 2, 2023 | Blog, Bonds
We’ve all seen the news that Fitch downgraded the US Government’s credit rating from AAA to AA+. Fitch’s move follows a similar cut by S&P about 12 years ago. Source: Bloomberg as of 08.01.2023 Moody’s continues to rate the US AAA (wonder where the...
