by John Luke Tyner | Jan 6, 2022 | Blog, Macro Updates
We’ve seen a notable switch in tone of Chairman Powell and many of the other Fed officials over the last couple meetings as they’ve tilted their tone to sound more hawkish as they asses their dual mandate – controlling (heightened) inflation and a (strong) job...
by John Luke Tyner | Dec 17, 2021 | Blog, Macro Updates
Fed Doubles Taper to $30M a month, Signals Three 2022 Hikes in Inflation Pivot Source: Bloomberg LP. As of 12.15.21 As of 12.15.21 What Changed? The ’22 dots on the FOMC dot plot increased fairly substantially since September. The ’22 dot...
by David Wagner | Dec 2, 2021 | Blog
Happy December! Historically, this part of the year tends to see minimal volatility, but, as we already know, 2020 and 2021 continue to be the exception – so why would this be any different? Given the whiplash that many investors have endured during the last week,...
by Aptus PM Team | Sep 24, 2021 | Blog
Quick Take The most important things that we learned yesterday from the FOMC statement, forecasts, dots, and press conference are 1) tapering will most likely start in November and will last until early summer of next year, and 2) Powell is still very far from...
