by John Luke Tyner | Sep 21, 2023 | Blog, Bonds
We thought the current backdrop provided an opportunity to dive into the basics of inflation. The below analysis will attempt to isolate different types of inflation, and distill our input on where we stand on each in the current cycle. This is a bit “economic” at 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 Aptus PM Team | Jul 21, 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: Beckham: The YTD rally in the S&P 500 has all been due to P/E multiples rising Source:...
by John Luke Tyner | Jun 7, 2023 | Blog, Bonds
The next Fed meeting starts a week from today. As of now, the market is currently pricing in just a 23% chance the Fed hikes at the meeting. WSJ’s Nick Timiraos already provided his pre-meeting proclamation of a probable pause. At this point, anything other than a...
by Aptus PM Team | Apr 21, 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: Looks like markets have restored expectations of 25 bps hike after wavering last month ...
