by Aptus PM Team | Nov 17, 2023 | Blog, Charts
Dave: Tuesday’s reaction to the tame CPI report was the ripper of the year Source: Strategas as of 11.14.2023 John Luke: as markets have more confidence that the Fed will move rates lower in the first half of 2024 Source: CME Fed Watch Tool as of...
by John Luke Tyner | Aug 11, 2022 | Blog, Bonds, Macro Updates
U.S. Headline CPI was flat from June to July, slowing to 8.5% YoY. The core CPI (ex food & energy) rose +0.3%, keeping the YoY number at 5.9%. Headline CPI had the lowest monthly overall reading since May 2020 (0.0%). The unchanged reading was driven by an...
by David Wagner | Jul 12, 2022 | Blog, Market Updates
The market is learning that the economic cure of last year is now quickly becoming the cause for something else. The ramifications of unprecedented fiscal and monetary responses employed to combat a recession during the global pandemic should not come as a surprise to...
