by Marketing | Apr 15, 2025 | Market Notes, Media Notes
Bond market is the Achilles’ heel of Trump’s ‘big, beautiful’ budget bill, say investors
by Aptus PM Team | Apr 11, 2025 | Blog, Bonds
CPI Update: Softer Than Feared The latest inflation report showed that consumer prices cooled more than expected. The CPI fell -0.1% in March, the first monthly decline since May 2020. The median forecast expected the CPI to rise 0.1% in March. YoY, consumer prices...
by Aptus PM Team | Feb 6, 2025 | Blog, Bonds
FOMC Update The January FOMC meeting went as expected (no rate cut). Chairman Powell offered limited forward guidance, stating that “we’re meaningfully above” the neutral rate for fed funds but countered that by noting the Fed is in no hurry to cut rates. ...
by Aptus PM Team | Jan 24, 2025 | Blog, Bonds
Progress on the Debt to GDP Ratios… Kinda The CBO, a non-partisan budget agency, updated its forecasts for the U.S. budget deficits for the next 10 years. The report showed a slightly improved fiscal picture compared to its previous outlook published back in June...
by JD Gardner | Jan 15, 2025 | Blog, Investment Concepts
Brian wrote a recent post 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...
