by John Luke Tyner | Nov 21, 2024 | Blog, Bonds
The FOMC has eased 75 bps since September, but financial conditions have tightened about 25 bps since then due to the runup in real yields (the 10 year has backed up 80bps). Conditions are still “loose”, but not as loose as one might typically expect after 75 bps of...
![“There’s an asymmetry toward [The Federal Reserve] cutting a lot more than cutting less if the data turns down”](https://aptuscapitaladvisors.com/wp-content/uploads/2020/10/cnbc-1-1080x390.png)
by Marketing | Nov 6, 2024 | Market Notes, Media Notes
10-year Treasury yield dips as traders monitor U.S. election
by Aptus PM Team | Sep 13, 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: Chatter around a 50 bps cut jumped a bit late in the week, we’ll see what’s in store next Wednesday...
by Aptus PM Team | Mar 29, 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: Brett: It’s been a historic equity rally these past few months, here’s where this one sits relative to...
by Aptus PM Team | Feb 2, 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: Before the FOMC meeting, markets took comfort that Treasury borrowing needs wouldn’t expand in...
