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...
by Aptus PM Team | Jul 7, 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: Mortgage rates are moving higher again Source: YCharts John Luke: but US buyers...
by John Luke Tyner | Jul 5, 2023 | Blog, Bonds
QT Slowly Eating Away Liquidity Even with the spike in the Fed’s Balance sheet following the SIVB (Silicon Valley Bank) collapse, QT is still quietly going on in the background. The Fed has stayed course in their communication of the importance of shrinking...
by Aptus PM Team | Jun 2, 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: Technically an up month for stocks, but only if you’re concentrated in megacap tech ...
by David Wagner | May 31, 2023 | Macro Updates
With the NBA finals beginning, let’s heed some wisdom from the NBA G.O.A.T., Michael Jordan, who once said that the ceiling is the roof. Unfortunately, that wisdom proved to be wrong. Over the weekend, President Biden and Speaker McCarthy unveiled their compromise...
