by Aptus PM Team | Oct 5, 2022 | Market Updates
This is our biggie each quarter, pages of charts and the context to go with them. As always, we think the windshield view is far more relevant than the rearview. But it’s through the rearview that we get a sense of the path traveled to this point, helping to set...
by Aptus PM Team | Jul 18, 2022 | Market Updates
This is our biggie each quarter, pages of charts and the context to go with them. As always, we think the windshield view is far more relevant than the rearview. But it’s through the rearview that we get a sense of the path traveled to this point, helping to set...
by John Luke Tyner | Jul 12, 2022 | Blog, Macro Updates
Powell Pivot or Powell Plunge… Which is It? The Fed’s aggressive tightening over the last 3 months has been a vicious attempt to regain their credibility after insisting inflation was merely transitory for all of 2021 + the first quarter of ‘22. In turn, for their...
by John Luke Tyner | Jun 28, 2022 | Blog, Macro Updates
A Central Bank’s place in an economy is to be the behind-the-scenes moderator of financial conditions. Here in the US, they specifically have two jobs: price stability and full employment. Their job is to step into the mix when financial conditions overly...
by David Wagner | Jun 16, 2022 | Blog, Macro Updates
Obviously, yesterday’s news regarding the market was all about the Fed. Just a few weeks ago, it seemed very unrealistic that the market would get a 75bp hike in June. Yet, due to Friday’s CPI report and a “mysterious” WSJ article on Monday, it created an environment...
