FOMC Hedges a Bit

by Aptus PM Team | Oct 31, 2025 | Blog, Bonds

As expected, the Fed lowered the federal funds target rate 25bps on Wednesday to a range of 3.75% to 4.00%, the second consecutive rate reduction this year and now marking a total of 50bps in cuts so far in 2025 and 150bps since September of last year.   Source:...

“The market continues to look through international volatility as it understands that the fundamental trade of the AI story means more to the market than geopolitics”

by Marketing | Oct 29, 2025 | Market Notes, Media Notes

Investors Brace For Powell’s Signal – Here’s What A 25-Bps Rate Cut Could Mean For Global Markets

“Because this is a partial shutdown due to a failure to pass the budget, rather than a standoff over the debt ceiling, it is less worrisome for markets given there is no default risk”

by Marketing | Oct 2, 2025 | Market Notes, Media Notes

Surprisingly Grim Jobs Data May Accelerate Fed Interest Rate Cuts

Aptus Quarterly Market Update: Q3 2025

by Aptus PM Team | Oct 1, 2025 | Appearances, Market Updates

In this Q3 Outlook, the Aptus Investment Team discussed: Strong Earnings and Market Dispersion Reassessing Fixed Income: Duration Still at Risk? Equity Market Themes: Breadth, Quality, and AI Policy Environment and Fiscal Realities Market Structure and Behavioral...

“It’s easy to chide the Fed but believes we’ve avoided any major financial stress”

by Marketing | Sep 26, 2025 | Market Notes, Media Notes

Growth vs Value, Fed vs Inflation, U.S. vs International