by Marketing | Sep 28, 2022 | Market Notes, Media Notes
TREASURIES-U.S. 10-year yield jumps to 12-1/2 year high 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 informational purposes only and the opinions,...
by John Luke Tyner | Sep 28, 2022 | Blog, Bonds
As interest rates continue their hockey stick move higher, we looked back to history for guidance on when we might see peak rates. We discovered a valuable nugget of information: before Volcker, interest rates actually tended to peak after the CPI peaked (often well...
by Aptus PM Team | Sep 23, 2022 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence: John Luke: This year already ranks with some of the worst modern markets for the frequency of big down days...
by John Luke Tyner | Aug 17, 2022 | Blog, Bonds
CPI Softer but Higher Unit Labor Costs (ULCs) Remain Problematic A sustained slowdown in inflation (the Fed’s clear goal) will require a sustained slowdown in economic activity — creating slack and driving down Unit Labor Cost growth. A key economic...
