by John Luke Tyner | Jan 18, 2024 | Blog, Bonds
Market is Pricing in Six Rates Cuts in 2024 Currently, Fed Funds traders are pricing in six cuts (shown below in orange) by the end of 2024. Keep in mind that the Fed projected just three cuts in its latest Summary of Economic Projections (shown below in blue)....
by Brian Jacobs | Jan 16, 2024 | Blog, Investment Concepts
Markets at Highs: A Pathway, Not Obstacle, to Strong Market Returns The recent resurgence of global stocks, with many (especially those within the United States) edging closer to new all-time highs, has sparked apprehension among some investors. However, contrary to...
by Aptus PM Team | Jan 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: Beckham: Equity valuations have done their usual post-low lift from late 2022, it now seems to be on...
by John Luke Tyner | Jan 12, 2024 | Blog, Bonds
The U.S. Headline CPI for December rose +0.3% m/m (3.4% y/y) and the core CPI (ex: food & energy) was +0.3% m/m (3.9% y/y). Source: BLS/Stifel as of 01.11.2024 Inflation came in slightly above expectations in December. Core inflation is being aided by...
by Brian Jacobs | Jan 9, 2024 | Blog, Investment Concepts
Unleashing the Power of ETF Tax-Efficiency for Higher Compounded Returns Exploring how reinvested earnings, return, and tax deferral provide the rocket fuel for compounded dollar growth Compounding > Couponing Compounding, the process where reinvested earnings...
by Aptus PM Team | Jan 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: Joseph: In any given year, the leaders and laggards change but a diversified portfolio can get clients...
