by John Luke Tyner | Nov 22, 2022 | Blog, Bonds
Where Does the Terminal Rate Need to Go? Source: Bloomberg. As of 11/18/22. It’s pretty clear the pace of rate hikes will slow down soon, although we believe we are far from returning to the easy money policy experienced the last 10+ years. Given the...
by Aptus PM Team | Nov 18, 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: Year-over-year food costs are set to deflate for the first time since pre-COVID Source: Bianco...
by John Luke Tyner | Nov 10, 2022 | Blog, Bonds
Year-over-year, CPI rose 7.7%, down from the 8.2% pace reported the month prior and the fourth consecutive month of cooling price pressures, albeit still near a four-decade high. It rose 0.4% in October, less than the 0.6% gain expected and following a similar...
by John Luke Tyner | Nov 9, 2022 | Blog, Bonds
Newton’s First Law of Motion states that an object in motion tends to stay in motion unless an external force acts upon it. The Fed is in motion (hiking rates/QT) and until the external force (lower inflation) acts upon it, expect them to stay in motion (higher...
by Aptus PM Team | Nov 4, 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: John Luke: Bond markets get credit for being better forecasters than equity investors, but they’ve not...
