by David Wagner | Aug 7, 2026 | Blog, Market Updates
All things considered, a flat month for the S&P in July feels pretty heroic given the headlines – a hedge fund implosion, historic Yen intervention, and a post-FOMC breakout in 30-year yields (and that was just last week), not to mention the renewed tension...
by David Wagner | Aug 5, 2026 | Blog, Market Updates
Equity Recap – The Year Has Been a Great Lesson in Resilience: In July 2026, equity markets experienced a sharp internal rotation as investors pulled back from high-flying mega-cap tech and AI trades, favoring defensive, value, and quality equities instead. While the...
by Aptus PM Team | Jul 31, 2026 | Blog, Charts
Our team looks at a lot of research throughout the day. This week’s charts follow a market starting to charge for risk in its favorite trade, a momentum reversal unlike anything, including the tech bubble and COVID extremes, and single-stock volatility sitting...
by John Luke Tyner | Jul 30, 2026 | Blog, Bonds
The FOMC left the fed funds rate unchanged, with no action for the fifth consecutive meeting, even as inflation lingers above target. No change was the broad consensus; however, there were whispers of potential for a rate hike (the market was pricing about a 30%...
by David Wagner | Jul 29, 2026 | Blog, Market Updates
First, it’s been a longstanding tradition for me to always send out Ronald Reagan’s Soldier’s Pledge on the 4th of July… I’m just a little (lotta) late this year. It’s a great reminder that it’s always a great time to be an American. Second, please send some...
by Aptus PM Team | Jul 24, 2026 | Blog, Charts
Our team looks at a lot of research throughout the day. This week’s charts center on a violent rotation beneath a calm surface: semis selling off hard, AI winners giving back gains, and the 1st half’s laggards taking the lead, all while the average stock...
