by John Luke Tyner | Dec 31, 2025 | Blog, Bonds
On their own, bonds have been better in 2025 than in recent years. Capital appreciation across the complex may be limited from here, but the bigger story is the support this environment can lend to overall economic conditions. A few key themes that are emerging…...
by Aptus PM Team | Sep 27, 2024 | Blog, Bonds
Post Covid Inflation Source: Bianco. As of 9/24/24 In a recent op-ed, Jim Bianco argued that recessions and financial crises can create change across an economy. In 2020, we had both a financial crisis and a recession, significantly reshaping the economic...
by Aptus PM Team | Mar 17, 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: Derek: Hopefully the first and last time we need to share SIVB charts, but in hindsight it stood out...
by David Wagner | Mar 1, 2023 | Blog, Market Updates
February ‘23 Market Recap: The January rally suddenly looks distant as equities closed lower for the month, finishing down 5.0% from their early February peak. This has been a confluence of technicals, bond yield increases due to uncomfortably strong economic data in...
