June 2025 FOMC

As expected, the Fed opted to hold interest rates steady for the fourth consecutive meeting in a range of 4.25% to 4.50%. The latest Summary of Economic Projections (SEP) shows an expectation for higher inflation and slower growth, resulting in no change to the median...

The Market in Pictures, June 13

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 strategist chasing to inflation, earnings and the economy, to international comps and beautiful bills. Enjoy!   Brett: As is...

The Market in Pictures, June 6

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 rare timing setups and market breadth to the economy, earnings, and US/foreign market exposures. Enjoy!   Tariff Tantrum vs....
Aptus 3 Pointers, May 2025

Aptus 3 Pointers, May 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:   Follow Through from April Lows...

The Market in Pictures, May 30

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 and the economy, to international comps and DC taxes and spending. Enjoy!   John Luke: The S&P 500 has developed...