by Aptus PM Team | Aug 22, 2025 | Blog, Bonds
Fed Chairman Jay Powell finally delivered his long-anticipated address to leading economists and academics. A few quotes that caught our attention, not to mention the market’s attention: “In the near term, risks to inflation are tilted to the upside, and risks...
by Aptus PM Team | Aug 15, 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 dispersion, from wall of worry to tariff impact, and the ongoing US vs. Foreign discussion. Have a great weekend!...
by Aptus PM Team | Aug 15, 2025 | Blog, Bonds
Headline CPI rose 0.20% in July, in line with economists’ expectations. The YoY rate was unchanged at 2.7%. After two warmer months, food prices inched up just 0.05%. Energy prices were also cooler in July, declining -1.1% on a -2.0% drop in motor fuel CPI and lower...
by Aptus PM Team | Aug 8, 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 earnings hits/misses and Big Tech dominance, to mixed economic data and mixed markets, and comparing this market to the past. Have a...
by Aptus PM Team | Aug 5, 2025 | Market Updates
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: July Rally Healthy Consumer Earnings...
