“The knee jerk reaction would say ‘hey, CPI came in a little hot, the market may continue to pull back just a little bit,’ but in my mind, like it feels like it’s now a well-signaled September hike”

by Marketing | Sep 11, 2026 | Market Notes, Media Notes

Why Stocks Are Rising After Hot Inflation Data

Are We Hitting an Inflation Trifecta?

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...

Aptus Quarterly Market Update: Q2 2026

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...

The Market in Pictures, May 29

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...

“Bonds aren’t going to necessarily hedge your portfolio when inflation is high and volatile”

by Marketing | May 28, 2026 | Market Notes, Media Notes

Inflation challenges US Treasuries’ traditional role in portfolios