by John Luke Tyner | Mar 17, 2022 | Blog, Macro Updates
And…We Have Lift Off As expected, the Fed raised the overnight target rate 25 bps to 0.25% – 0.50%. The market had priced seven hikes this year prior to the meeting, and the Fed delivered. For some time now, the market has been pulling the Fed in its...
by David Wagner | Mar 15, 2022 | Blog, Macro Updates
Let the March Madness begin! As you may know, Aptus has six (6) employees that played D-1 College Basketball at UNC Wilmington, UA-Huntsville, and Wright State. The latter of the group is the only one to make the tournament this year and will be playing Wednesday...
by John Luke Tyner | Mar 11, 2022 | Blog
The U.S. CPI surged +0.8% m/m and 7.9% y/y in February. Core CPI, which is a measure that takes out food and energy, rose +0.5% m/m and 6.4% y/y in Feb. Given the recent geopolitical event since this February figure, specifically regarding the upward commodity...
by David Wagner | Mar 9, 2022 | Blog, Macro Updates
It’s no secret that the underlying market dynamics have changed over the past month due to geopolitical forces potentially causing a slowdown in global growth. In our 2022 Market Outlook, we told investors to focus on growth because we knew that we’d get some type of...
by John Luke Tyner | Mar 3, 2022 | Blog, Macro Updates
Current Rates & the Curve: The Ukraine-Russia War captured investors’ attention as the 10-year US Treasury traded in a ~30 bps range since last week. The yield of 2.00% quickly became a sub-1.70% as the market digested the ever-changing geopolitical...
by James Yahoudy | Mar 2, 2022 | Blog, Financial Planning
“The most important job is to strike the appropriate balance between offense and defense” Howard Marks We recently wrote a piece outlining sequence of returns risk and the impact it may have on a plan. Today, let’s talk more about the headwinds you have in managing...
