by Aptus PM Team | Feb 12, 2025 | Blog, Bonds
CPI rose 0.5% in January, above the 0.3% gain expected and an uptick from a 0.4% increase in December. Year-over-year, prices rose 3.0%, a tenth of a percentage point higher than expected and the fourth consecutive month of acceleration. Source: Stifel as of...
by Brian Jacobs | Feb 10, 2025 | Blog, Investment Concepts
Daily leveraged ETFs aim to magnify the returns of an underlying asset or index, often by 2x or -2x the daily return. While appealing for short-term trading, their mechanics often lead to lower long-term returns despite higher risk. Inspired by Corey Hoffstein’s...
by Aptus PM Team | Feb 7, 2025 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful that we think are contributing to investor activity , from rate expectations to growth drivers to government spending and comparisons of foreign markets to ours. Enjoy! Dave:...
by David Wagner | Feb 7, 2025 | Blog, Market Updates
We’re one month down, with 11 months to go and let me tell you, there was a lot to digest in January. Week 1: Rates moving off of a hard landing narrative due to a strong Non-Farm Payrolls (“NFP”); Week 2: Goldilocks Vibe (lighter-than-expected CPI);...
by Aptus PM Team | Feb 6, 2025 | Blog, Bonds
FOMC Update The January FOMC meeting went as expected (no rate cut). Chairman Powell offered limited forward guidance, stating that “we’re meaningfully above” the neutral rate for fed funds but countered that by noting the Fed is in no hurry to cut rates. ...
by David Wagner | Feb 5, 2025 | Blog, Market Updates
Market Recap – January 2025: It was a very interesting month, as the market navigated a slew of headlines that, at first glance, seemed to be potential negative game changers for the market. 1) Threat of tariffs, and 2) Ramifications of DeepSeek. Yet, the market...
