by David Wagner | May 6, 2024 | Blog, Market Updates
April ‘24 Market Recap – Staircase Up, Elevator Down: It was April showers as it was the worst month since September. April has given back much of the Q1 gains as 10-year Treasury yields increased from 4.2% to over 4.6%. S&P 500 has given back ~40%, Midcap ~70%,...
by Brian Jacobs | May 6, 2024 | Blog, Investment Concepts
In the rapidly shifting terrain of financial markets, the adaptability of investment strategies can be a decisive factor in their success. This post delves into the potential benefits that flexibility in approach could have on structured investment products,...
by Aptus PM Team | May 3, 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: Market hopes for imminent rate cuts continue to be dashed Brad: but historically a Fed...
by John Luke Tyner | May 2, 2024 | Blog, Bonds
As expected, the Fed kept its Funds rate range unchanged at a 5.25% – 5.50% level. Powell’s comments were less hawkish than feared, but there was disappointment expressed regarding the inflation news thus far in 2024. The Fed subtly walked back its last...
by Aptus PM Team | Apr 26, 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: Like savers vs. borrowers, there is a huge split right now between services and goods inflation...
by John Luke Tyner | Apr 25, 2024 | Blog, Bonds
The flexible components of core CPI have been in deflationary territory over the past year (blue line in the chart below). The stickier components of core CPI, however, are still running well above their pre-pandemic average (orange line). Source: Bianco as of...
