Fleeting Bond Rally
While bonds got off to a fast start this year, February’s returns were almost the mirror image from a total return standpoint. As the chart shows, Bloomberg’s Global...
Rearview to Windshield, March 2023
February ‘23 Market Recap: The January rally suddenly looks distant as equities closed lower for the month, finishing down 5.0% from their early February peak. This has been...
The Market in Pictures, February 24
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: Brad: The...
Aptus Musings: Debt Ceiling Part Deux
I’m going to cut to the chase here – I’ve been reading a lot on the debt crisis here recently, especially after the Congressional Budget Office (“CBO”) released its...
It’s Time to Move Cash Out of The Bank
Pulling up to the bank in a gold Cadillac with my grandad when I was 7, I was excited. The chance to open my first bank account and make my first deposit. Not sure if it was...
The Market in Pictures, February 17
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...
Market Finally Getting the Point?
The blue line below is what the Fed is communicating per their DOT plot, on the terminal rate going to a range of 5.00% to 5.25%. The orange line is yesterday’s Fed Funds...
Higher For Longer
Another Stubborn CPI Report Likely Pressures Fed to Maintain Hikes The BLS’s latest inflation figures published this morning showed consumer prices rose 6.4% Y/Y in...
Aptus Musings: Q4 2022 Earnings Season Recap
Q4 ’22 Earnings Season Given current levels of Nominal GDP (+7.3% YoY) & Real GDP (+2.1% YoY), it appears that a recession has been delayed, but the market has...
The Market in Pictures, February 10
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:...
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