by JD Gardner | Oct 2, 2024 | Market Updates
The Fed cut 50bps in September and expects more rate cuts to come. They are not alone as central banks around the world are cutting rates. September saw the most rate cuts since 2020. JL digs further into the Fed’s positioning in a great post last week:...
by Aptus PM Team | Sep 20, 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: Dave: The long pause is over, stocks enjoyed it Source: Strategas as of 09.16.2024 John Luke: the...
by Aptus PM Team | Sep 13, 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: Chatter around a 50 bps cut jumped a bit late in the week, we’ll see what’s in store next Wednesday...
by Aptus PM Team | Jul 12, 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: Maybe, just maybe, the near-term inflation concerns can be reduced Source: Strategas as...
by Aptus PM Team | May 31, 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: Brian: It’s been a pretty average bull run from the lows of Fall 2022 John Luke: but the last 6 months has...
