Markets Finally Believing Higher for Longer

by Aptus PM Team | Sep 27, 2023 | Blog, Bonds

The recent Fed meeting brought an update to the 2024 median for the Fed Funds rate. It was pushed higher with the top dot now 6.1%, up from 5.9% in June. If growth persists, several FOMC members see the funds going a lot higher than the market expects.   Source:...

The Market in Pictures, September 22

by Aptus PM Team | Sep 22, 2023 | Blog, Charts

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence:   John Luke: The midpoint of the neutral policy rate hasn’t moved, but a few members have moved their...

“After a tug of war in the data this week, the evidence is now showing more economic resilience than what economists and and market participants were expecting”

by Marketing | Sep 7, 2023 | Market Notes, Media Notes

Stock-market investors just got reminded that the inflation fight isn’t over

“I think markets will continue to go up until there’s some contrary data to make markets move down”

by Marketing | Sep 5, 2023 | Market Notes, Media Notes

 Stocks will try to keep momentum, but September seasonality and other headwinds await

Market Still Undershooting Fed Communication

by Aptus PM Team | Aug 15, 2023 | Blog, Bonds

Global central bankers will gather later this month in Jackson Hole, WY for their annual meeting. We anticipate markets will seek to understand Powell’s desire to push back on market pricing that the Fed will cut its key rate to around 4% by January 2025 from its...