by Aptus PM Team | Feb 23, 2024 | 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: Rate expectations have changed dramatically in a few short weeks Data as of 02.23.2024...
by Aptus PM Team | Feb 9, 2024 | 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: Market expectations for 2024 interest rate cuts are slowly moving back towards FOMC guidance...
by Aptus PM Team | Feb 2, 2024 | 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: Before the FOMC meeting, markets took comfort that Treasury borrowing needs wouldn’t expand in...
by John Luke Tyner | Jan 18, 2024 | Blog, Bonds
Market is Pricing in Six Rates Cuts in 2024 Currently, Fed Funds traders are pricing in six cuts (shown below in orange) by the end of 2024. Keep in mind that the Fed projected just three cuts in its latest Summary of Economic Projections (shown below in blue)....
by John Luke Tyner | Jan 12, 2024 | Blog, Bonds
The U.S. Headline CPI for December rose +0.3% m/m (3.4% y/y) and the core CPI (ex: food & energy) was +0.3% m/m (3.9% y/y). Source: BLS/Stifel as of 01.11.2024 Inflation came in slightly above expectations in December. Core inflation is being aided by...
