by Aptus PM Team | Apr 6, 2026 | Appearances, Market Updates
In this Q1 2026 recap and look ahead to Q2 2026, the Aptus Investment Team discussed: AI Pros and Cons Macro: Iran, Rates, Tariffs Earnings Outlook Helping Clients Understand For our expanded thoughts on the quarter, check out more resources below. Access Q1 2026...
by Aptus PM Team | Oct 1, 2025 | Appearances, Market Updates
In this Q3 Outlook, the Aptus Investment Team discussed: Strong Earnings and Market Dispersion Reassessing Fixed Income: Duration Still at Risk? Equity Market Themes: Breadth, Quality, and AI Policy Environment and Fiscal Realities Market Structure and Behavioral...
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 | 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 1, 2025 | Appearances, Market Updates
In this Outlook, the Aptus Investment Team discussed: Equity Markets Review Fixed Income Markets Review Important Topics of Discussion The Good, the Bad, & the Ugly Biggest Thoughts Affecting Advisors For our expanded thoughts on the quarter, check out more...
