Aptus Musings: Debt Ceiling Part Deux

I’m going to cut to the chase here – I’ve been reading a lot on the debt crisis here recently, especially after the Congressional Budget Office (“CBO”) released its latest Budget and Economic Outlook last week. This report projects the US fiscal and economic outlook...

The Market in Pictures, December 9

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: It’s been a year of really high day-to-day volatility   Source: Strategas as of 12.07.2022...
2023 Market Outlook: “A Market in Constant Sorrow”

Is It Worth Locking in 4%?

4% yields look attractive. Are they?   Rate Environment   We are writing this on 11/2/2022 as markets await the 1pm CST FOMC (Federal Open Market Committee) statement followed by Chairman Powell’s press conference.  Another 75bps hike seems to be a given. ...

The Market in Pictures, September 30

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence:   John Luke: Even the most experienced investors are experiencing something they’ve never seen, with bonds  ...