by Aptus PM Team | Sep 26, 2025 | Blog, Bonds
Tug of War: Goods vs Services Inflation Goods inflation is rising because of tariffs, while the rise in services prices stabilizes. Source: Apollo. As of 9/22/25. As a whole, 72% of CPI components are growing faster than the Fed’s 2% inflation...
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...
by Aptus PM Team | Sep 18, 2025 | Blog, Bonds
The Federal Reserve cut interest rates as expected by a quarter point, to a stated range of 4.0-4.25%. This marks 125 bps in reductions since initiating the cutting cycle last September, but was the first cut since December. The long pause was in response to fears of...
by Aptus PM Team | Jul 31, 2025 | Blog, Bonds
The Fed left rates unchanged for its 5th straight meeting — keeping the fed funds range 4.25%-4.5% which was widely expected. Governors Miki Bowman and Chris Waller dissented in favor of a 0.25% cut. It was the first double-dissent by governors since 1993. ...
by Aptus PM Team | Jul 3, 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 low quality and high quality stocks to the state of the US consumer, and projections for rates and the relentless appetite for US...
