by John Luke Tyner | Mar 6, 2025 | Blog, Bonds
Atlanta Fed GDP Now Shows First Signs of GDP Sputtering in Several Years The GDPNow model estimate for real GDP growth (seasonally adjusted annual rate) in the first quarter of 2025 came in at -2.8% on March 3, down from -1.5% on February 28. Following releases from...
by Aptus PM Team | Jan 31, 2025 | Blog, Charts
Our team looks at a lot of research throughout the week. Here are a handful that we think are contributing to investor activity, from AI panic to Fed plans to bull and diverging markets. Enjoy! Brad: If you were wondering which large companies are most tied to...
by Aptus PM Team | Jan 2, 2025 | Appearances, Market Updates
In this Outlook, the Aptus Investment Team discussed: Differentiated Thoughts Market Commentary What Could Derail the Market Positioning Moving Forward Fixed Income Markets For our expanded thoughts on the quarter, check out more resources below. Access Q4 2024...
by John Luke Tyner | 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 John Luke Tyner | Dec 4, 2024 | Blog, Bonds
Insurance Cut in December is Likely…Then a Pause The jobs forecast from Linkup, a leading provider of labor demand data to the capital markets, indicates a marked slowing in the pace of hiring (and openings). This implies a smaller upward revision to October than...
