by John Luke Tyner | Jan 4, 2024 | Blog, Bonds
Biggest Two-Month Rally in 40 Years Optimistic inflation data, and a Fed in the driver’s seat, have investors pricing in ~6 rate cuts in 2024. Source: Bianco as of 12.31.2023 While 6 cuts sound optimistic, based on history it’s not outlandish....
by David Wagner | Jan 3, 2024 | Blog, Market Updates
December ’23 Market Recap: Investors enjoyed broad-based relief in the fourth quarter. After rising sharply in Q2 and Q3, rates peaked in the fourth quarter fueled by Powell’s pivot at the December FOMC meeting. Similarly, oil prices peaked in late September and...
by Aptus PM Team | Dec 29, 2023 | 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: Like last year, Wall Street strategist targets are quite conservative for 2024 ...
by Aptus PM Team | Dec 27, 2023 | Blog, Team
You might have seen our Team Page with our full team lineup, showing us in the office setting, with the usual bios about backgrounds and roles. We wanted to show you who we are outside of the office and share a little about the personalities that make up our team. We...
by Aptus PM Team | Dec 22, 2023 | 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: With the absurd dominance of the megacap names having retreated to merely “dominant”, we hope to...
by John Luke Tyner | Dec 21, 2023 | Blog, Bonds
The shift in expectations for future interest rates has become the top narrative of markets. Following last week’s FOMC meeting, markets were thrilled to see the Fed add rate cuts to their Dot plot (SEP Projections) and talk about the potential for rate cuts....
