The Market in Pictures, September 12

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!  ...

Around the Bond Market, September 2025

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...

The Market in Pictures, September 5

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 jobs and the economy to the FOMC and market sentiment, and earnings impact and long-term winners and losers. Have a great weekend;...
Aptus 3 Pointers, August 2025

Aptus 3 Pointers, August 2025

Given the popularity of our weekly Market in Pictures, we started the habit of picking out a few and going into more detail with our PMs. In this edition, John Luke and Dave spend a few minutes on each of the following:   August Rally Steepening Yield Curve...