by Aptus PM Team | Sep 29, 2023 | Appearances, Market Updates
Globally, YTD equity performance has been dramatically US-biased, but mostly in the first 5 months. Here recently all eyes have been on rates. The 10-year fell to its year-to-date low on April 6th at 3.28%. At quarter end, its value rested at roughly 4.61%. In less...
by James Yahoudy | Jun 29, 2023 | Appearances, Portfolios, Webinar
As we hit the halfway point in the year, investors remain on edge given recessionary worries, persistent inflation, and a slowdown in growth. Yet, we continue to see leadership in markets driving us into the 11th best start to the year for the S&P since 1928 (as...
by David Wagner | Apr 4, 2023 | Market Updates
The S&P 500 Was Up This Quarter? Surely You Can’t Be Serious. I am, and Don’t Call Me Shirley. Airplane! is a comedy that does not conform to any known standard of parody. In fact, the movie is far from the likes of comedies today that are so hung up on...
by Aptus PM Team | Mar 30, 2023 | Appearances, Portfolios, Webinar
Powell may have gone to Princeton but his chances of a soft landing might not be the same Cinderella story as their basketball team… We’ve seen collateral damage from recent Fed policy, driving volatility in financial stocks. Inflation continues to remain...
by John Luke Tyner | May 20, 2022 | Blog, Bonds, Market Updates
* Fed Expected to Hike 50bps at Next Two Meetings. As you can see below, the odds on both are at 100%. Given the persistence of inflation, the Fed has been put into defensive mode (i.e., forcefully tightening policy) even into a growth slowdown. Source: Bianco...
