by John Luke Tyner | Aug 28, 2026 | Blog, Bonds
Fed Chair Warsh’s Jackson Hole remarks provided the market with what participants hoped for: A more thorough view from the Fed on the economy and inflation, which appeared to satisfy investors’ concerns. Overall, I’d rate his comments as more hawkishly tilted than the...
by David Wagner | Aug 7, 2026 | Blog, Market Updates
All things considered, a flat month for the S&P in July feels pretty heroic given the headlines – a hedge fund implosion, historic Yen intervention, and a post-FOMC breakout in 30-year yields (and that was just last week), not to mention the renewed tension...
by John Luke Tyner | Jul 30, 2026 | Blog, Bonds
The FOMC left the fed funds rate unchanged, with no action for the fifth consecutive meeting, even as inflation lingers above target. No change was the broad consensus; however, there were whispers of potential for a rate hike (the market was pricing about a 30%...
by Aptus PM Team | Jul 1, 2026 | Appearances, Market Updates
Q2 2026 Market Update: Ready for Earnings Q2 recap, and look ahead to Q3, with JD Gardner, CFA & CMT, Dave Wagner, CFA, and John Luke Tyner, CFA. Topics: Iran, Inflation, Warsh Regime Earnings Outlook Helping Clients Stay Comfortable For our expanded thoughts on...
by Marketing | Jun 25, 2026 | Market Notes, Media Notes
Treasury Yields, Dollar Turn Lower on U.S. Indicators
