by Aptus PM Team | Jun 30, 2023 | 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: The cleanest story since the October low has been decelerating headline inflation, which lines...
by Marketing | Jun 28, 2023 | Market Notes, Media Notes
Wall Street investors grapple with how ‘last mile’ of U.S. inflation will play out
by Aptus PM Team | Jun 23, 2023 | 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: Dave: Right on cue, investors are finally turning bullish…after stocks stage a significant rally ...
by John Luke Tyner | Jun 21, 2023 | Blog, Bonds
Source: Strategas as of 06.20.2023 Many of the underlying sources of inflation have cooled over the past year. Supply chains have improved, interest rate sensitive sectors are seeing slower growth, but is it enough to get to the fed’s 2% target? The...
by John Luke Tyner | Jun 14, 2023 | Blog, Bonds
Year-over-year CPI declined in May, roughly in line with estimates: Headline MoM: +0.1% (Expected: +0.1%) Core MoM: +0.4% (Expected +0.4%) Headline YoY: +4.0% (Expected: 4.0%) Core YoY: +5.3% (Expecting 5.2%) Top/Bottom Contributors: Source:...
