by John Luke Tyner | Aug 1, 2024 | Blog, Bonds
As expected, the Fed kept the funds rate range unchanged at 5.25% – 5.50%, and while the tone of the statement was less hawkish, it didn’t overtly hint that a rate cut in September was a certainty. They did make some substantive changes to the statement...
by Aptus PM Team | Jul 26, 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: Smaller stocks are still lagging their historical recovery pace Dave: but they sure...
by Aptus PM Team | Jul 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: John Luke: We’re seeing a bump in market volatility but still a very tame year, with no 2% drops since...
by Aptus PM Team | Jul 1, 2024 | Appearances, Market Updates
The S&P has hit 31 new all-time highs so far this year, separation between market caps has continued to grow, bonds still haven’t had their rally in a far-from-normal bear market for fixed income, and all this in an election year. During this update, we...
by John Luke Tyner | May 23, 2024 | Blog, Bonds
TBAC Seeks New Funding Ideas The borrowing needs of the Treasury over the coming years are expected to drive an increase in issuance as the debt load compounds. The share of outstanding Treasuries held by its two largest investor types (foreign investors and...
