by Aptus PM Team | Jan 23, 2024 | Market Updates
When we made the Aptus Compounders sleeve available to advisors in 2018, we never put much thought into the actual strategy name. It just came naturally to us, and we ran with it. We didn’t put much thought into how the name embodied exactly what we were looking to...
by Aptus PM Team | Jan 19, 2024 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence: John Luke: It’s no secret that central banks plan to cut rates this year Data as of 01.12.2024...
by Aptus PM Team | Jan 18, 2024 | Blog, Bonds
Market is Pricing in Six Rates Cuts in 2024 Currently, Fed Funds traders are pricing in six cuts (shown below in orange) by the end of 2024. Keep in mind that the Fed projected just three cuts in its latest Summary of Economic Projections (shown below in blue)....
by Aptus PM Team | Jan 12, 2024 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence: Beckham: Equity valuations have done their usual post-low lift from late 2022, it now seems to be on...
by Aptus PM Team | Jan 12, 2024 | Blog, Bonds
The U.S. Headline CPI for December rose +0.3% m/m (3.4% y/y) and the core CPI (ex: food & energy) was +0.3% m/m (3.9% y/y). Source: BLS/Stifel as of 01.11.2024 Inflation came in slightly above expectations in December. Core inflation is being aided by...
