by Aptus PM Team | Oct 13, 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: Beckham: Earnings estimates show a turn, with the cuts now in the rearview mirror Data as of...
by John Luke Tyner | Sep 27, 2023 | Blog, Bonds
The recent Fed meeting brought an update to the 2024 median for the Fed Funds rate. It was pushed higher with the top dot now 6.1%, up from 5.9% in June. If growth persists, several FOMC members see the funds going a lot higher than the market expects. Source:...
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...
