by Aptus PM Team | Apr 4, 2025 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from the equity market correction to the economy and inflation and, of course, tariffs. Enjoy! Beckham: Anyone who claims a...
by John Luke Tyner | Jan 10, 2025 | Blog, Bonds
The market is currently pricing in 1.53 cuts for 2025 (Fed says 2). As we’ve said before, we believe the FOMC has gotten its rate closer to neutral. This positions them to patiently sit back and monitor the economy and incoming data, specifically related to policy...
by John Luke Tyner | Dec 19, 2024 | Blog, Bonds
As expected, the Fed cut rates for a third time this year (100bps total), reducing the range for the Federal Funds target to 4.25-4.50%. The Committee signaled a significant reduction in its forecast for additional policy adjustments over the next 24 months as well as...
by David Wagner | Sep 20, 2024 | Blog, Market Updates
I’m hyped. Things David Wagner is hyped for: I’m hyped for the market; I’m hyped for the Aptus ETF strategies; I’m hyped for the structure of our Asset Allocation (MOAR Stock, Less Bonds, Risk Neutral); I’m hyped for the Oklahoma v....
by Marketing | Sep 7, 2024 | Market Notes, Media Notes
Stock Slide as Investors Wrestle With Shifting Bets on Rate Cuts