by Aptus PM Team | Sep 12, 2025 | Blog, Bonds
CPI came in a touch hotter than expected in August, with the headline rising 0.382%, rounding to 0.4%, and the core rising 0.346%, rounding down to 0.3%. The consensus was 0.3% for both. The YoY CPI inflation rate rose from 2.732% to 2.939%, while the core YoY rose...
by Aptus PM Team | Sep 5, 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 jobs and the economy to the FOMC and market sentiment, and earnings impact and long-term winners and losers. Have a great weekend;...
by Aptus PM Team | Aug 29, 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 small-cap strength to earnings season, interest rates and housing, and tariffs and energy flows. Have a great long weekend! ...
by Aptus PM Team | Aug 22, 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 rate-cutting regimes to earnings season, inflation to consumer health, and stock buybacks. Have a great weekend! Dave:...
by Aptus PM Team | Aug 22, 2025 | Blog, Bonds
Fed Chairman Jay Powell finally delivered his long-anticipated address to leading economists and academics. A few quotes that caught our attention, not to mention the market’s attention: “In the near term, risks to inflation are tilted to the upside, and risks...
