by John Luke Tyner | Jul 16, 2026 | Blog, Bonds
Every so often, you see a shift in the data that lines up with a transitional moment; this week’s developments could be that moment. We just had three instances that could change the “imminent Fed Hikes” narrative: a) Fed Chair Kevin Warsh’s testimony on Capitol...
by Aptus PM Team | Jul 1, 2026 | Appearances, Market Updates
Q2 2026 Market Update: Ready for Earnings Q2 recap, and look ahead to Q3, with JD Gardner, CFA & CMT, Dave Wagner, CFA, and John Luke Tyner, CFA. Topics: Iran, Inflation, Warsh Regime Earnings Outlook Helping Clients Stay Comfortable For our expanded thoughts on...
by Aptus PM Team | May 29, 2026 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from stocks catching up with earnings, to the AI impact and US dominance, to FOMC expectations and trillion-dollar companies. Have a...
by Marketing | May 28, 2026 | Market Notes, Media Notes
Inflation challenges US Treasuries’ traditional role in portfolios
by Aptus PM Team | May 22, 2026 | Blog, Charts
Our research team parses a vast amount of institutional data and market research daily to isolate the key signals that matter. This week’s selection highlights a structural regime change in inflation, a fundamentally anchored equity rally, and the unprecedented scale...
