by John Luke Tyner | Nov 9, 2023 | Blog, Bonds
Last week brought a substantial rally in bonds following a brutal three-month span of higher rates. There are a couple of reasons we can point to for the move lower in rates: The US Treasury cut back slightly on the amount of long-term bonds it’s planning to auction,...
by Aptus PM Team | Sep 29, 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: The story of the past year has been real rates exploding from negative territory into positive...
by Aptus PM Team | Sep 22, 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: John Luke: The midpoint of the neutral policy rate hasn’t moved, but a few members have moved their...
by David Wagner | Aug 8, 2023 | Blog, Macro Updates
I understand that a lot of y’all have upcoming client meetings, so I wanted to take more of a high-level approach to this Musing, instead of focusing on a single subject. Please find our quarterly presentation here. This presentation is meant to be a universe of...
by Aptus PM Team | Jul 21, 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: Beckham: The YTD rally in the S&P 500 has all been due to P/E multiples rising Source:...
