by David Wagner | Dec 2, 2025 | Blog, Market Updates
Market Recap November 2025: November wrapped up with a choppy, but ultimately modest month for U.S. equities, as a late-month rally helped the S&P 500 claw back from an early-November slide and finish roughly flat to slightly positive on a total-return basis....
by Aptus PM Team | Nov 28, 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 market selloffs to winners and losers, strong earnings to AI capex, and different ways to view the “K-shaped” economy. Hope you had...
by David Wagner | Nov 28, 2025 | Blog, Market Updates
Happy Thanksgiving! At the Wagner household, Arlo Guthrie’s 1967 20′ masterpiece, Alice’s Restaurant, is viewed as a Thanksgiving fan favorite, likely because I’m the only one living in the household. Enjoy. Much like in my beloved Bengals’...
by Aptus PM Team | Nov 21, 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 November weakness to AI impact, to the inflation/employment discussion and its impact on FOMC expectations. Have a great weekend!...
by Brian Jacobs | Nov 21, 2025 | Blog, Investment Concepts
Private credit has become the industry’s favorite shiny object, recently surpassing the entire market for listed high-yield corporate bonds with $1.7 trillion in assets per Preqin. The yield looks great, the line on the chart looks smooth, and the marketing is...
by John Luke Tyner | Nov 17, 2025 | Blog, Bonds
Fewer Cuts? The Fed funds futures market now shows a 48% chance of a December rate cut, down from 100% on the day of the October Fed meeting. We saw a Bloomberg News headline that read, “Fed Policy in Doubt with Kashkari on the Fence”. However, in December, it is...
