Aptus Quarterly Market Update: Q2 2026

by Aptus PM Team | Jul 1, 2026 | Appearances, Market Updates

Q2 2026 Market Update: Ready for Earnings Q2 recap, and look ahead to Q3, with JD Gardner, CFA & CMT, Dave Wagner, CFA, and John Luke Tyner, CFA. Topics: Iran, Inflation, Warsh Regime Earnings Outlook Helping Clients Stay Comfortable For our expanded thoughts on...

“Over the past 30 years, every time that the U.S. two-year Treasury yield crossed above the fed funds rate, the Federal Reserve’s next move was a hike”

by Marketing | Jun 25, 2026 | Market Notes, Media Notes

Treasury Yields, Dollar Turn Lower on U.S. Indicators

The Market in Pictures, June 19

by Aptus PM Team | Jun 18, 2026 | Blog, Charts

Our team reviews a massive amount of institutional research throughout the week to isolate the signals that matter most. This week’s selection steps back to appreciate the unbridled engine of American innovation, the undeniable fundamental strength of corporate...

Warsh Lays Down the Law

by John Luke Tyner | Jun 18, 2026 | Blog, Bonds

The Federal Reserve left the Fed Funds rate unchanged in a 3.50%-3.75% range today, as expected. The dot-plot median forecast increased by 1/8 of a point this year and by ¼ point in both ‘27 and ’28. The longer-run median declined from 3.125% to 3.063%. Notably, there...

“Warsh will likely spend most of this week’s press conference trying to clearly communicate what the market is pricing in”

by Marketing | Jun 15, 2026 | Market Notes, Media Notes

Wall Street Is Preparing for Kevin Warsh’s First FOMC Meeting as Head of the Fed.