by John Luke Tyner | Jul 11, 2024 | Blog, Bonds
June CPI Reaction In response to the CPI print, markets are now pricing in an 8.5% chance of a July cut, a 94.5% of a September cut, and an 85.6% chance of at least 2 cuts by the end of the year. We think the market should not ignore the signal here. We’re...
by Aptus PM Team | May 24, 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: Beckham: It’s been a year since “NVDA Day” when stocks broke out of their SIVB-driven funk and turned their eyes...
by Aptus PM Team | May 17, 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: Brett: DJIA hitting 40,000 will draw attention, but the dollar-weighting gives it some notable quirks relative...
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...
