No Sign of a Pause Yet

by John Luke Tyner | Jan 5, 2023 | Blog, Bonds

Real Bad, Nominal Worse   While the Fed might have been slow off the mark in fighting inflation in 2021, they marched double-time last year starting in March, taking the benchmark Fed Funds rate from about roughly 0% to 4.5%. This brought extreme pain to the...

“It is likely that rates will continue to climb higher as the market sort of digests this huge supply of Treasuries that now is being put onto the private sector”

by Marketing | Dec 28, 2022 | Market Notes, Media Notes

TREASURIES-U.S. yields climb as investors gauge Fed path while China reopens     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for...

The Market in Pictures, December 23

by Aptus PM Team | Dec 23, 2022 | 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:   JL: Markets are no longer buying the Fed’s hawkish story   Data as of 12.16.2022     JL:...

“The real and long-lasting policy error for the Fed would be if inflation were to become unanchored”

by Marketing | Dec 23, 2022 | Market Notes, Media Notes

Is a 2023 stock-market rebound in store after 2022 selloff? What history says about back-to-back losing years.     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary...

“Today’s GDP report doesn’t make the Fed’s job any easier, as it continues to show the strength of the consumer in the face of higher inflation”

by Marketing | Dec 22, 2022 | Market Notes, Media Notes

 U.S. economy grew 3.2% in third quarter, up from earlier estimate     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational...