by Aptus PM Team | May 21, 2025 | Blog, Bonds
Last Friday, Moody’s rating agency lowered the US credit rating from Aaa to Aa1 (their version of AA+). Technically, this doesn’t change the US’s overall credit rating because it was already split-rated AA+. This follows downgrades by S&P in 2011 and Fitch in...
by Aptus PM Team | May 8, 2025 | Blog, Bonds
→ FED SAYS UNCERTAINTY ABOUT OUTLOOK HAS ‘INCREASED FURTHER’ → FED: RISKS OF HIGHER UNEMPLOYMENT, HIGHER INFLATION HAVE RISEN → FED HOLDS BENCHMARK RATE IN 4.25%-4.5% TARGET RANGE Source: Bloomberg as of 05.7.2025 The Fed has cut the fed funds...
by Aptus PM Team | Apr 25, 2025 | 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 rare timing setups and market breadth to the economy, earnings, and US/foreign market exposures. Enjoy! Brian: We started the...
by Aptus PM Team | Apr 25, 2025 | Blog, Bonds
President Trump Critiques the Fed Earlier this week, President Trump indicated he thinks the Fed should be “early, or on time” cutting rates, but not “too late,” adding it is “a perfect time to lower the rate.” Pressed by a reporter asking if the President has the...
by Aptus PM Team | Apr 17, 2025 | 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 the US dollar to bonds to the economy to US and foreign stock markets. Happy Easter to you! Brett: The value of the US dollar...
