by John Luke Tyner | Jun 7, 2023 | Blog, Bonds
The next Fed meeting starts a week from today. As of now, the market is currently pricing in just a 23% chance the Fed hikes at the meeting. WSJ’s Nick Timiraos already provided his pre-meeting proclamation of a probable pause. At this point, anything other than a...
by David Wagner | Jun 5, 2023 | Blog, Market Updates
May ‘23 Market Recap: The S&P 500 gained 0.4% in May and traded in a 100pt range (4056 and 4169), one of the most narrow monthly ranges (11th percentile) in history since the 1930s. The VIX remained low as well. Only 23% of stocks outperformed the S&P 500, the...
by Aptus PM Team | Jun 5, 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 | Jun 2, 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: Technically an up month for stocks, but only if you’re concentrated in megacap tech ...
by David Wagner | May 31, 2023 | Macro Updates
With the NBA finals beginning, let’s heed some wisdom from the NBA G.O.A.T., Michael Jordan, who once said that the ceiling is the roof. Unfortunately, that wisdom proved to be wrong. Over the weekend, President Biden and Speaker McCarthy unveiled their compromise...
by Aptus PM Team | May 26, 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: The idea that the Fed is going to cut rates continues to move farther into the future ...
