by John Luke Tyner | Sep 11, 2024 | Blog, Bonds
September 11th We take a moment at Aptus today to remember the lives lost on this tragic day 23 years ago. We are grateful for the men and women who make the enormous sacrifice to keep our nation safe. Never forget! August CPI Update This morning U.S....
by JD Gardner | Sep 4, 2024 | Market Updates
Brian wrote a post last week that’s relevant to this month’s writeup. It’s worth a few minutes of your time as it provides perspective around how you should think about investing your hard earned money: The Lost Century in Bonds. Volatility is not risk, and the...
by John Luke Tyner | Aug 23, 2024 | Blog, Bonds
Rate Cut Expectations All eyes are on Jay Powell this week in Jackson Hole as he lays out the FOMC plan for the upcoming rate cut cycle. As of now, the market is pricing in ~1.25 cuts (roughly 31bps), basically a 25bps cut. Over the past weeks, we’ve bounced...
by John Luke Tyner | Aug 9, 2024 | Blog, Bonds
We continue to believe the first Fed rate cut will be in September and this move will likely start a sequence of cuts. With that being said, we don’t see the case for a jumbo -50bp cut. The Fed’s Jackson Hole meeting at the end of August deserves special attention for...
by Marketing | Aug 7, 2024 | Market Notes, Media Notes
Are Put Options Better For Portfolios Than Bonds?
