by John Luke Tyner | Aug 28, 2026 | Blog, Bonds
Fed Chair Warsh’s Jackson Hole remarks provided the market with what participants hoped for: A more thorough view from the Fed on the economy and inflation, which appeared to satisfy investors’ concerns. Overall, I’d rate his comments as more hawkishly tilted than the...
by John Luke Tyner | Jul 30, 2026 | Blog, Bonds
The FOMC left the fed funds rate unchanged, with no action for the fifth consecutive meeting, even as inflation lingers above target. No change was the broad consensus; however, there were whispers of potential for a rate hike (the market was pricing about a 30%...
by John Luke Tyner | Jul 16, 2026 | Blog, Bonds
Every so often, you see a shift in the data that lines up with a transitional moment; this week’s developments could be that moment. We just had three instances that could change the “imminent Fed Hikes” narrative: a) Fed Chair Kevin Warsh’s testimony on Capitol...
by John Luke Tyner | Dec 31, 2025 | Blog, Bonds
On their own, bonds have been better in 2025 than in recent years. Capital appreciation across the complex may be limited from here, but the bigger story is the support this environment can lend to overall economic conditions. A few key themes that are emerging…...
by Aptus PM Team | Oct 31, 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 an amazing run in stocks to those left behind, to the FOMC and inflation, and housing. Happy Halloween! Brian: Maybe it’s...
