The Market in Pictures, February 7

by | Feb 7, 2025 | Blog, Charts

Our team looks at a lot of research throughout the day. Here are a handful that we think are contributing to investor activity , from rate expectations to growth drivers to government spending and comparisons of foreign markets to ours. Enjoy!   Dave:...

Aptus Musings: Not So Tarif-Fying?

by | Feb 7, 2025 | Blog, Market Updates

We’re one month down, with 11 months to go and let me tell you, there was a lot to digest in January. Week 1: Rates moving off of a hard landing narrative due to a strong Non-Farm Payrolls (“NFP”); Week 2: Goldilocks Vibe (lighter-than-expected CPI);...

Not Relying on Help From FOMC

by | Feb 6, 2025 | Blog, Bonds

FOMC Update   The January FOMC meeting went as expected (no rate cut). Chairman Powell offered limited forward guidance, stating that “we’re meaningfully above” the neutral rate for fed funds but countered that by noting the Fed is in no hurry to cut rates.  ...

Rearview to Windshield, February 2025

by | Feb 5, 2025 | Blog, Market Updates

Market Recap – January 2025: It was a very interesting month, as the market navigated a slew of headlines that, at first glance, seemed to be potential negative game changers for the market. 1) Threat of tariffs, and 2) Ramifications of DeepSeek. Yet, the market...

The Market in Pictures, January 31

by | Jan 31, 2025 | Blog, Charts

Our team looks at a lot of research throughout the week. Here are a handful that we think are contributing to investor activity, from AI panic to Fed plans to bull and diverging markets. Enjoy!   Brad: If you were wondering which large companies are most tied to...