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...
by Aptus PM Team | Sep 26, 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 | Sep 26, 2025 | Blog, Bonds
Tug of War: Goods vs Services Inflation Goods inflation is rising because of tariffs, while the rise in services prices stabilizes. Source: Apollo. As of 9/22/25. As a whole, 72% of CPI components are growing faster than the Fed’s 2% inflation...
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...
