by John Luke Tyner | Mar 21, 2024 | Blog, Bonds
The FOMC voted unanimously to leave their benchmark rate unchanged in the target range of 5.25%-5.5%. Source: Bloomberg as of 03.20.2024 The big surprise was the willingness of the Fed to maintain their projection for 3 rate cuts in 2024 even on the back...
by Brian Jacobs | Mar 19, 2024 | Blog, Investment Concepts
The NCAA Tournament is not just an annual highlight of American sports betting—err, culture—but also a prime lesson in decision-making amidst uncertainty. And no, writing this is not just clever justification on my part to delve into bracket strategy while pretending...
by Aptus PM Team | Mar 15, 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: Brett: Equity valuations had been tied to interest rates in this cycle, but they’ve separated in recent...
by Brian Jacobs | Mar 13, 2024 | Blog, Investment Concepts
The narrative that U.S. equity markets are overpriced has gained traction amongst investors, particularly when headlines are dominated by the astronomical valuations of mega-cap tech stocks. Yet, this broad-brush view overlooks the more nuanced picture painted by the...
by John Luke Tyner | Mar 13, 2024 | Blog, Bonds
Inflation Stabilizing Above 3% The U.S. CPI rose +0.4% m/m (3.2% y/y) & core (ex-food & energy) was +0.4% m/m (3.8% y/y) in February. The so-called “supercore” gauge slowed to 0.47% on the month, down from a red-hot 0.85% in January. The data is...
by Aptus PM Team | Mar 8, 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: Early-year strength in stocks has tended to lead to healthy performance Source: Strategas as...
