“Expectations for higher rates are due to the spike in oil prices; it’s also due to people buying actual fed-funds as a cheap hedge in case the Fed has to hike”

by Marketing | Mar 20, 2026 | Market Notes, Media Notes

Stocks, bonds struggle as traders now see chances of Fed rate hike at over 50% — up sharply from earlier this week

“Investors need to think differently about bonds because I don’t think they will protect portfolios as much as they have historically”

by Marketing | Mar 3, 2026 | Market Notes, Media Notes

Dollar Reclaims Ultimate Haven Role as War, Inflation Angst Grow

“[With the 10-year yield now at the lower end of its recent 4%-5% range], the real question is whether we hold there or go even lower.”

by Marketing | Sep 22, 2025 | Market Notes, Media Notes

 Where did all the ‘bond vigilantes’ go? Investors keep buying long-dated Treasurys

Around the Bond Market, September 2025

by Aptus PM Team | Sep 12, 2025 | Blog, Bonds

CPI came in a touch hotter than expected in August, with the headline rising 0.382%, rounding to 0.4%, and the core rising 0.346%, rounding down to 0.3%. The consensus was 0.3% for both. The YoY CPI inflation rate rose from 2.732% to 2.939%, while the core YoY rose...

August Inflation: Firm But Tariff Categories Better than Feared

by Aptus PM Team | Aug 15, 2025 | Blog, Bonds

Headline CPI rose 0.20% in July, in line with economists’ expectations. The YoY rate was unchanged at 2.7%. After two warmer months, food prices inched up just 0.05%. Energy prices were also cooler in July, declining -1.1% on a -2.0% drop in motor fuel CPI and lower...