by John Luke Tyner | Jun 27, 2024 | Blog, Bonds
Higher Neutral Rate Could Lead to Structurally Higher Interest Rates The graphic below shows pricing for forward contracts referencing the five-year interest rate in five years. This gives a proxy for the market’s view of where US rates might end up. ...
by Aptus PM Team | Jun 7, 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: The divergence between non farm payroll data and the household survey continues to be an example of the...
by Aptus PM Team | Sep 1, 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: In the past few decades, the highest-growing half of S&P 500 industries have steadily...
by John Luke Tyner | Aug 2, 2023 | Blog, Bonds
We’ve all seen the news that Fitch downgraded the US Government’s credit rating from AAA to AA+. Fitch’s move follows a similar cut by S&P about 12 years ago. Source: Bloomberg as of 08.01.2023 Moody’s continues to rate the US AAA (wonder where the...
