by Joseph Sykora | Dec 27, 2022 | Blog, Macro Updates
The Federal Open Market Committee (FOMC) has the ability to set interest rates through the Fed Funds rate – the overnight lending rate among US banks. Banks are required to retain a certain amount in deposits as capital to help guarantee their solvency. Bank deposits...
by John Luke Tyner | Dec 8, 2022 | Blog, Bonds
Fed chair Powell (and many other FOMC members) have made it clear that as of today, the Fed intends to: Slow down the pace of hikes Reach a higher peak rate than it thought in September Stay at peak for longer than normal How long will policy remain...
by David Wagner | Nov 2, 2022 | Blog, Market Updates
October 2022 Market Recap: The market ended the month +8.1% in October, as Q3 earnings season looks to be a complete redux of Q2 earnings season. There has been earnings weakness, but largely not as bad as feared in aggregate, while the market seems to be focused on...
by Aptus PM Team | Sep 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 how they help fill the puzzle of evidence: John Luke: This year already ranks with some of the worst modern markets for the frequency of big down days...
by John Luke Tyner | Sep 22, 2022 | Blog, Macro Updates
As expected, the Federal Reserve opted to raise rates 75bps, taking the target range to 3.00% to 3.25%, with a total of 300bps in policy adjustments since March…the fastest rise over a seven-month span in four decades. Coming into today, the debate was between 75bps...
