by Aptus PM Team | Jan 16, 2026 | 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 market expectations to corporate fundamentals, a resilient economy relative to others, and changes in business over recent decades....
by John Luke Tyner | Jan 15, 2026 | Blog, Bonds
Another Cool-ish Inflation Report The CPI rose +0.3% m/m and 2.7% y/y in Dec. The core (ex-food & energy) measure was +0.2% m/m and 2.6% y/y. Source: Stifel as of 01.13.2026 Details of the report: Transportation services prices were flat, despite a...
by Aptus PM Team | Jan 9, 2026 | 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 market expectations to corporate fundamentals, a resilient economy relative to others, and changes in business over recent decades....
by David Wagner | Jan 5, 2026 | Blog, Market Updates
Market Recap December 2025: U.S. and global equities posted solid full-year gains in 2025, but the ride was much choppier than the headline returns suggest, with multiple 5–10% pullbacks clustered around policy and geopolitical shocks. Large-cap U.S. growth and tech...
by Aptus PM Team | Jan 2, 2026 | Blog, Charts
Happy New Year. As we turn the page to 2026, the market landscape is a study in contrasts. Consumers who feel poor, but spend big. A tech sector that has reached a historic peak in dominance, but productivity shows signs of cooling. Concerns over growth, just as the...
by John Luke Tyner | Dec 31, 2025 | Blog, Bonds
On their own, bonds have been better in 2025 than in recent years. Capital appreciation across the complex may be limited from here, but the bigger story is the support this environment can lend to overall economic conditions. A few key themes that are emerging…...
