by John Luke Tyner | Dec 19, 2024 | Blog, Bonds
As expected, the Fed cut rates for a third time this year (100bps total), reducing the range for the Federal Funds target to 4.25-4.50%. The Committee signaled a significant reduction in its forecast for additional policy adjustments over the next 24 months as well as...
by Aptus PM Team | Dec 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: Dave: Government inflation measures are trying to settle into the 2-3% range Source: Raymond James as...
by Aptus PM Team | Oct 18, 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: Beckham: This week’s retail sales report again showed a steady pace of consumer spending Source: Charles...
by Aptus PM Team | Oct 11, 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: The past few years have seen a change in the leading contributors to inflation, first goods and now...
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...
