by Aptus PM Team | Mar 31, 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: Yields on deposits are still laughably behind at many banks John Luke: and with...
by Aptus PM Team | Mar 24, 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 market sure seems to think the Fed is done hiking Source: Bianco as of 03.22.2023...
by Aptus PM Team | Mar 23, 2023 | Blog, Team
A partner firm is only as good as its people, and we think ours are great both in and out of the office. Hope you’ll enjoy a short video and Q&A from a few of us, stay tuned for more! Derek Hernquist: Business Developments & Partnerships ...
by John Luke Tyner | Mar 21, 2023 | Blog, Bonds
Municipal Spreads are Lacking Luster Spreads on short municipal paper (10yrs and in) are well inside their historic averages. Source: UBS. As of March 17th, 2023. Municipal Supply Remains Tight The expected muni supply coming to market is...
by Aptus PM Team | Mar 17, 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: Derek: Hopefully the first and last time we need to share SIVB charts, but in hindsight it stood out...
by John Luke Tyner | Mar 14, 2023 | Blog, Bonds
Consumer prices rose in February by the most in 5 months, although the move was roughly in line with expectations. Headline CPI number moved lower to 6.0% YoY as the February 0.4% print replaced last year’s 0.7% print. Source: Bianco. As of 3/14/23. Next...
