by John Luke Tyner | Dec 7, 2023 | Blog, Bonds
Fed expectations moved drastically last week. On Friday, November 24, markets were pricing in three cuts in 2024, with the first in June (orange). By Friday, December 1, the market was pricing in five cuts in 2024, starting around April (blue). Source: Bianco...
by David Wagner | Dec 5, 2023 | Blog, Market Updates
November ’23 Market Recap: After a 20% drawdown in many stocks between July and October, equities staged an impressive rebound in November thanks to the sharp reversal in interest rates. A good portion of this reversal was due to the pricing of a much more...
by Joseph Sykora | Dec 4, 2023 | Blog, Market Updates
Many came into 2023 expecting a recession, and accordingly, bearish on equities. While the economic data has been much better than expected (particularly employment), it hasn’t reflected the robust return profile seen in the S&P 500 year-to-date. At +20.8% through...
by Aptus PM Team | Dec 1, 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: Beckham: We just completed a 2 year period where both the NASDAQ 100 and S&P 500 Equal Weight were...
by James Yahoudy | Nov 30, 2023 | Blog, Financial Planning, Investing Behavior
Investing can be fun. Well, at least some days. Maybe a roller-coaster is a better description. The hardest part is finding a way to keep the train on the tracks by focusing on what matters. On one hand, we have the fear of losing money, driving people to be...
by Aptus PM Team | Nov 24, 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: Advisors know this has been a challenging year for the typical stock relative to the S&P 500...
