by Aptus PM Team | Oct 4, 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: Between the Fed Chair and the jobs report, the market’s expectations of another 50 bps cut have...
by Aptus PM Team | Apr 19, 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: Brad: Earnings among US stocks have continued to decline in recent months, though projections for next...
by Aptus PM Team | Apr 12, 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: This week was mostly about inflation, with CPI Supercore running hot Source: MKM as of...
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 Aptus PM Team | Dec 8, 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: Markets are currently obsessed with the idea of multiple rate cuts in 2024. Historically, rate “holds”...
