by Aptus PM Team | Sep 6, 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: Brian: Despite a rough start to the decade, US growth has actually exceeded pre-COVID projections ...
by Aptus PM Team | Aug 30, 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: Arch: The market action of the past month has restored sector correlations back to the midpoint of their recent...
by Aptus PM Team | Aug 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: Dave: Overall job growth has been modest over the past year, likely somewhere between these two measurements...
by John Luke Tyner | Aug 23, 2024 | Blog, Bonds
Rate Cut Expectations All eyes are on Jay Powell this week in Jackson Hole as he lays out the FOMC plan for the upcoming rate cut cycle. As of now, the market is pricing in ~1.25 cuts (roughly 31bps), basically a 25bps cut. Over the past weeks, we’ve bounced...
by Aptus PM Team | Aug 16, 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: The sharp rise in daily volatility came after 18 months of extremely subdued movement in equity indices...
