by Aptus PM Team | Sep 19, 2025 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from FOMC outlooks to inflation and rates, consumer spending across income and wealth levels, market and earnings breadth, and US markets...
by Aptus PM Team | Sep 18, 2025 | Blog, Bonds
The Federal Reserve cut interest rates as expected by a quarter point, to a stated range of 4.0-4.25%. This marks 125 bps in reductions since initiating the cutting cycle last September, but was the first cut since December. The long pause was in response to fears of...
by Aptus PM Team | Sep 12, 2025 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from inflation to rates, the economy and government spending, and tariffs and the state of the equity bull. Have a great weekend! ...
by Aptus PM Team | Sep 12, 2025 | Blog, Bonds
CPI came in a touch hotter than expected in August, with the headline rising 0.382%, rounding to 0.4%, and the core rising 0.346%, rounding down to 0.3%. The consensus was 0.3% for both. The YoY CPI inflation rate rose from 2.732% to 2.939%, while the core YoY rose...
by Aptus PM Team | Sep 11, 2025 | Appearances
Options have become an increasingly valuable tool for enhancing portfolios, and we’ve integrated ETF strategies to further strengthen that approach within our model portfolios. For high net worth clients, account-level option strategies can also play an important role...
