by John Luke Tyner | May 20, 2022 | Blog, Bonds, Market Updates
* Fed Expected to Hike 50bps at Next Two Meetings. As you can see below, the odds on both are at 100%. Given the persistence of inflation, the Fed has been put into defensive mode (i.e., forcefully tightening policy) even into a growth slowdown. Source: Bianco...
by David Wagner | Mar 31, 2022 | Blog, Macro Updates
This Aptus Musing will piggy-back John Luke’s take on the yield curve inversion. As we all know, it’s one thing to know what is going on in the market, but another to know how to position off of it. Given that every situation tends to be slightly different, the...
by John Luke Tyner | Feb 2, 2022 | Blog, Bonds
* Current Rates & the Curve: The front end of the curve continues to feel pressure as economists are now projecting five to seven rate hikes in 2022, and the forwards market forecasts just under five rate hikes by year-end. However, longer-dated interest rates...
