by John Luke Tyner | Feb 13, 2026 | Blog, Bonds
Yield Curve Steepening Trend Continues The graphic below shows the shape of the current yield curve (black) vs. a month ago (red), and vs. 1 year ago (blue). As the Fed has reduced its policy rate, the yield curve has steepened due to the front end declining while...
by John Luke Tyner | Jan 15, 2026 | Blog, Bonds
Another Cool-ish Inflation Report The CPI rose +0.3% m/m and 2.7% y/y in Dec. The core (ex-food & energy) measure was +0.2% m/m and 2.6% y/y. Source: Stifel as of 01.13.2026 Details of the report: Transportation services prices were flat, despite a...
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 | Oct 6, 2023 | 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: The first reaction to the jobs report was to sell, but continued slowing of wage growth became...
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...
