by Aptus PM Team | Oct 24, 2025 | Blog, Bonds
The September CPI report, delayed for more than two weeks, was finally released this morning. The September Inflation data is an important number used to calculate the 2026 Social Security cost-of-living (COLA) adjustment; COLA is now set to increase 2.8% for 2026 (a...
by Aptus PM Team | Oct 17, 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 volatility waking up to single stock movements to earnings power and the new and evolving job market. Have a great weekend! ...
by Aptus PM Team | Oct 10, 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 money supply to inflation and rates, low quality and high quality businesses, and expectations for earnings and stocks going into...
by Aptus PM Team | Oct 3, 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 buzzy stocks to profit margins, to data centers and a solid economy, to weak housing and limited equity supply. Have a great...
by Aptus PM Team | Oct 1, 2025 | Appearances, Market Updates
In this Q3 Outlook, the Aptus Investment Team discussed: Strong Earnings and Market Dispersion Reassessing Fixed Income: Duration Still at Risk? Equity Market Themes: Breadth, Quality, and AI Policy Environment and Fiscal Realities Market Structure and Behavioral...
