by Aptus PM Team | Jul 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: We’re seeing a bump in market volatility but still a very tame year, with no 2% drops since...
by Brian Jacobs | Jul 16, 2024 | Blog, Investment Concepts
In the world of investment strategies, the 60/40 portfolio, with 60% allocated to equities and 40% to Treasuries, is the classic approach aimed at balancing growth and stability. But what if the stability component is less likely to help the next time equities take a...
by David Wagner | Jul 16, 2024 | Blog, Market Updates
Before we get into the topic du jour, let’s hit on a few things: Joseph Sykora, CFA, Head of Private Investments at Aptus, sent out an awesome quote this morning: “Equities aren’t offering a great deal of insight either. The stock market isn’t the economy,...
by Aptus PM Team | Jul 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: John Luke: Maybe, just maybe, the near-term inflation concerns can be reduced Source: Strategas as...
by John Luke Tyner | Jul 11, 2024 | Blog, Bonds
June CPI Reaction In response to the CPI print, markets are now pricing in an 8.5% chance of a July cut, a 94.5% of a September cut, and an 85.6% chance of at least 2 cuts by the end of the year. We think the market should not ignore the signal here. We’re...
by Aptus PM Team | Jul 5, 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: The US Treasury Index has shown only one positive reading in the last 41 months. This is a rare...
