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...
by Brian Jacobs | Jan 7, 2025 | Blog, Investment Concepts
As we’ve closed the books on 2024, reflecting on the year’s investment landscape offers valuable insights for navigating what lies ahead. From identifying opportunities within U.S. equities to rethinking bonds, embracing options strategies, and prioritizing liquidity,...
by Aptus PM Team | Dec 19, 2024 | Blog, Bonds
As expected, the Fed cut rates for a third time this year (100bps total), reducing the range for the Federal Funds target to 4.25-4.50%. The Committee signaled a significant reduction in its forecast for additional policy adjustments over the next 24 months as well as...
by Aptus PM Team | Dec 6, 2024 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence: Dave: 2022 seems like a generation ago, historic in a different way Source: Strategas as of 11.30.2024...
