by John Luke Tyner | Mar 27, 2026 | Blog, Bonds
Market Pricing Fed Hikes? The probability of a Fed hike in September has risen to nearly 60%. The 2-year Treasury topped 4% and is trading ~39bps above the target Fed funds rate (3.63%). Typically, you only see the 2 year this far above the fed funds rate when the...
by David Wagner | Mar 25, 2026 | Blog, Market Updates
Here’s the big story in my mind: the S&P 500 EPS forecasts for 2026 and 2027 are climbing, but this optimistic trend might be a bit of a “smoke screen.” Most of those gains are concentrated in the Energy sector thanks to higher oil prices, which...
by Aptus PM Team | Mar 20, 2026 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from market drawdowns to rate cut expectations, inflation and the economy, and data centers and asset class correlations. Have a great...
by Brian Jacobs | Mar 18, 2026 | Blog, Investment Concepts
For years, private credit was the Golden Child of the alternative investment world. It offered higher yields, marketed lower volatility, and pitched a sense of security that public markets couldn’t match. But as the tide goes out, a structural flaw is being...
by David Wagner | Mar 16, 2026 | Blog, Market Updates
When many things are happening in the world, like right now, remember to keep things in perspective: 1) We don’t know what we don’t know – that’s OK, and 2) The importance of keeping an open mind. We approach this by prioritizing price first...
by Aptus PM Team | Mar 13, 2026 | Blog, Charts
Our research team analyzes daily data to identify essential market signals, and this week’s selections highlight market uncertainty, geopolitical tensions, AI’s impact on productivity, and a significant disconnect in credit markets. These charts explore why markets...
