by John Luke Tyner | Oct 12, 2026 | Blog, Bonds
As Treasury bonds take out the highest yield levels since the early 2000s, there is no scarcity of headlines hitting the tape. Treasuries have been trading like a risk asset. The long end of the curve has not liked lower policy rates since the Fed began cutting back...
by Marketing | Oct 7, 2026 | Market Notes, Media Notes
Is the stock market boom too good to be true? Plus the growing divide in AI adoption
by John Luke Tyner | Sep 17, 2026 | Blog, Bonds
The 10-year Treasury yield is sitting around 5.00%, and the 30-year at ~5.37% (as of 9/16/26) — both brushing up against levels last seen in 2007. The Fed met today and delivered a 25bps hike, and if you have followed the 2yr Treasury (4.65% going into the meeting,...
by John Luke Tyner | Aug 28, 2026 | Blog, Bonds
Fed Chair Warsh’s Jackson Hole remarks provided the market with what participants hoped for: A more thorough view from the Fed on the economy and inflation, which appeared to satisfy investors’ concerns. Overall, I’d rate his comments as more hawkishly tilted than the...
by Aptus PM Team | Jul 24, 2026 | Blog, Charts
Our team looks at a lot of research throughout the day. This week’s charts center on a violent rotation beneath a calm surface: semis selling off hard, AI winners giving back gains, and the 1st half’s laggards taking the lead, all while the average stock...