by Aptus PM Team | Oct 31, 2025 | Blog, Bonds
As expected, the Fed lowered the federal funds target rate 25bps on Wednesday to a range of 3.75% to 4.00%, the second consecutive rate reduction this year and now marking a total of 50bps in cuts so far in 2025 and 150bps since September of last year. Source:...
by Aptus PM Team | Oct 24, 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 strength expanding to earnings dominance, US-China competition, and implications of easy money. Have a great weekend! ...
by Aptus PM Team | Oct 24, 2025 | Blog, Bonds
The September CPI report, delayed for more than two weeks, was finally released this morning. The September Inflation data is an important number used to calculate the 2026 Social Security cost-of-living (COLA) adjustment; COLA is now set to increase 2.8% for 2026 (a...
by Aptus PM Team | Oct 17, 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 volatility waking up to single stock movements to earnings power and the new and evolving job market. Have a great weekend! ...
by Aptus PM Team | Oct 10, 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 money supply to inflation and rates, low quality and high quality businesses, and expectations for earnings and stocks going into...