by Aptus PM Team | May 30, 2025 | Blog, Bonds
While there is certainly a lot going on in rates markets, it’s been interesting to see participants give more attention to the fiscal backdrop of the US government. It comes as no surprise that the weighted average cost of our government debt has increased...
by Aptus PM Team | Dec 4, 2024 | Blog, Bonds
Insurance Cut in December is Likely…Then a Pause The jobs forecast from Linkup, a leading provider of labor demand data to the capital markets, indicates a marked slowing in the pace of hiring (and openings). This implies a smaller upward revision to October than...
by Aptus PM Team | May 10, 2024 | 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: Earnings season is winding down, it’s been solid Brad: and we’re approaching the expected...
by Aptus PM Team | May 3, 2024 | 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: Market hopes for imminent rate cuts continue to be dashed Brad: but historically a Fed...
by Aptus PM Team | Apr 26, 2024 | 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: Like savers vs. borrowers, there is a huge split right now between services and goods inflation...
