by John Luke Tyner | Aug 23, 2024 | Blog, Bonds
Rate Cut Expectations All eyes are on Jay Powell this week in Jackson Hole as he lays out the FOMC plan for the upcoming rate cut cycle. As of now, the market is pricing in ~1.25 cuts (roughly 31bps), basically a 25bps cut. Over the past weeks, we’ve bounced...
by Brian Jacobs | Aug 19, 2024 | Blog, Investment Concepts
Stock buybacks are a frequent corporate practice that often sparks debate and confusion. As a means for companies to return excess capital to shareholders, buybacks can seem complex and sometimes even controversial. However, when you peel back the misconceptions, the...
by Aptus PM Team | Aug 16, 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: Beckham: The sharp rise in daily volatility came after 18 months of extremely subdued movement in equity indices...
by Brian Jacobs | Aug 16, 2024 | Blog, Investment Concepts
When it comes to investing, there’s a widely held belief that bonds are the safer choice, particularly for those with substantial wealth. After all, if you’ve amassed a significant amount of money, why expose yourself to market movements when you can lock in the...
by Aptus PM Team | Aug 9, 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: Dave: Stocks moved too, but the movement in the Volatility Index (VIX) was a top-decile event which has...
by John Luke Tyner | Aug 9, 2024 | Blog, Bonds
We continue to believe the first Fed rate cut will be in September and this move will likely start a sequence of cuts. With that being said, we don’t see the case for a jumbo -50bp cut. The Fed’s Jackson Hole meeting at the end of August deserves special attention for...
