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 Aptus PM Team | 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...
by Aptus PM Team | May 13, 2022 | Blog, Macro Updates
Strong demand for housing may give some flashbacks to 2007/2008, but this is not necessarily a bubble. We believe the work-from-home has shifted the demand fundamentals of real estate. New millennial home buyers are facing the highest interest rates in their adult...
by David Wagner | May 11, 2022 | Blog, Macro Updates, Market Updates
I’ll start off by reposting JD’s message from the most recent monthly note – it’s a must read on how to mentally handle the current volatility – Thinking Well. Two Parts today: Assessing the Market Carnage and Volatility in the Market, and Some Firepower to Help...
by David Wagner | Mar 9, 2022 | Blog, Macro Updates
It’s no secret that the underlying market dynamics have changed over the past month due to geopolitical forces potentially causing a slowdown in global growth. In our 2022 Market Outlook, we told investors to focus on growth because we knew that we’d get some type of...
