by Aptus PM Team | Sep 11, 2024 | Blog, Bonds
September 11th We take a moment at Aptus today to remember the lives lost on this tragic day 23 years ago. We are grateful for the men and women who make the enormous sacrifice to keep our nation safe. Never forget! August CPI Update This morning U.S....
by Aptus PM Team | Sep 6, 2024 | 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: Brian: Despite a rough start to the decade, US growth has actually exceeded pre-COVID projections ...
by Aptus PM Team | Aug 30, 2024 | 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: Arch: The market action of the past month has restored sector correlations back to the midpoint of their recent...
by Aptus PM Team | Aug 23, 2024 | 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: Dave: Overall job growth has been modest over the past year, likely somewhere between these two measurements...
by Aptus PM Team | Aug 23, 2024 | Blog, Bonds
Rate Cut Expectations All eyes are on Jay Powell this week in Jackson Hole as he lays out the FOMC plan for the upcoming rate cut cycle. As of now, the market is pricing in ~1.25 cuts (roughly 31bps), basically a 25bps cut. Over the past weeks, we’ve bounced...
