by Aptus PM Team | Oct 4, 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: John Luke: Between the Fed Chair and the jobs report, the market’s expectations of another 50 bps cut have...
by Aptus PM Team | Oct 3, 2024 | Appearances, Market Updates
In this recap, the Aptus Investment Team discussed the market backdrop, strong returns, the Fed’s monetary policy, and the fiscal policy environment. For our expanded thoughts on the quarter, please check out a few additional resources below: Access Q3 2024...
by John Luke Tyner | Sep 27, 2024 | Blog, Bonds
Post Covid Inflation Source: Bianco. As of 9/24/24 In a recent op-ed, Jim Bianco argued that recessions and financial crises can create change across an economy. In 2020, we had both a financial crisis and a recession, significantly reshaping the economic...
by David Wagner | Sep 20, 2024 | Blog, Market Updates
I’m hyped. Things David Wagner is hyped for: I’m hyped for the market; I’m hyped for the Aptus ETF strategies; I’m hyped for the structure of our Asset Allocation (MOAR Stock, Less Bonds, Risk Neutral); I’m hyped for the Oklahoma v....
by John Luke Tyner | Sep 19, 2024 | Blog, Bonds
The debate between 25 or 50bps has been settled. It appears that markets strong-armed the Fed to front-load their first cut, where today they cut the funds rate by 50bps. This moved the target rate range from 5.25% – 5.50% to 4.75% – 5.00%. The updated...
