“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

The Market in Pictures, September 19

by Aptus PM Team | Sep 19, 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 FOMC outlooks to inflation and rates, consumer spending across income and wealth levels, market and earnings breadth, and US markets...