![“Their [Canada and Australia] hikes had put a real curb to inflation and then it’s kind of ironic that they stopped hiking and then inflation stopped going lower and arguably ticked back higher”](https://aptuscapitaladvisors.com/wp-content/uploads/2020/10/reuters-6-logo-png-transparent-1080x675.png)
by Marketing | Jun 10, 2023 | Market Notes, Media Notes
REFILE-TREASURIES-US yields rise ahead of Fed meeting, inflation data next week
by John Luke Tyner | Jun 7, 2023 | Blog, Bonds
The next Fed meeting starts a week from today. As of now, the market is currently pricing in just a 23% chance the Fed hikes at the meeting. WSJ’s Nick Timiraos already provided his pre-meeting proclamation of a probable pause. At this point, anything other than a...
by Aptus PM Team | Jun 2, 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: Technically an up month for stocks, but only if you’re concentrated in megacap tech ...
by John Luke Tyner | May 24, 2023 | Blog, Bonds
Not too long ago, markets were pricing potential for a rate cut at the July meeting. That has been pushed out to November as the “hold-and-see” narrative takes over from the hiking rates narrative as the data continues to hold up stronger than expected. Source:...
by Aptus PM Team | May 19, 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: The debt ceiling remains a story for markets, here’s Morgan Stanley’s walkthrough of prior...
