“It’s a paper cut they are giving to the US, but it’s a shot in the foot for foreigners”

by Marketing | Apr 25, 2025 | Market Notes, Media Notes

New Data Show Foreign Investors Are Still Buying U.S. Treasuries

“The softening of data should make the year-on-year number trend in the right direction”

by Marketing | Jan 16, 2025 | Market Notes, Media Notes

TREASURIES-US yields decline after Fed’s Waller’s remarks, soft data

“If the Fed goes back to buying bonds, maybe the Treasury can go back to issuing in a more normal fashion.”

by Marketing | Jan 16, 2024 | Market Notes, Media Notes

Coming flood of US Treasury issuance unsettles some investors after blazing rally     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for...

Aptus Musings: Q2 2023 Earnings Recap

by David Wagner | Aug 15, 2023 | Blog, Macro Updates

Last week, President Biden signed an executive order limiting US investments in China for advanced semiconductors, quantum computing, and Artificial Intelligence (AI) systems. While the executive order was narrow in scope, trade data released this week shows that a...

Market Still Undershooting Fed Communication

by John Luke Tyner | Aug 15, 2023 | Blog, Bonds

Global central bankers will gather later this month in Jackson Hole, WY for their annual meeting. We anticipate markets will seek to understand Powell’s desire to push back on market pricing that the Fed will cut its key rate to around 4% by January 2025 from its...