by Aptus PM Team | Dec 8, 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: Markets are currently obsessed with the idea of multiple rate cuts in 2024. Historically, rate “holds”...
by John Luke Tyner | Oct 25, 2023 | Blog, Bonds
Probable Fed Pause in November Fed Chair Powell’s commentary last week pointed to the relentless rise in longer-dated Treasury yields that was creating an environment of tighter financial conditions. This should help do some of the Fed’s work and allow them to...
by Aptus PM Team | Oct 20, 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: September retail sales were too hot for the bond market’s liking, with the weakness spilling...
by Marketing | Oct 18, 2023 | Market Notes, Media Notes
TREASURIES-US yields surge as retail sales spur higher rate outlook
by Aptus PM Team | Sep 22, 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: The midpoint of the neutral policy rate hasn’t moved, but a few members have moved their...