by John Luke Tyner | Feb 21, 2025 | Blog, Bonds
Quantitative Tightening Ending Soon This week’s press about the Fed minutes release were the same: the Fed is worried about tariffs and is in no rush to lower rates. But beneath the headline the Fed signaled Quantitative Tightening (QT) for Treasuries is...
by Aptus PM Team | Feb 5, 2025 | Market Updates
Given the popularity of our weekly Market in Pictures, we started the habit of picking out a few and going into more detail with our PMs. In this edition, John Luke and Dave spend a few minutes on each of the following: January 2025 Performance Inflation Trade...
by Aptus PM Team | Jan 2, 2025 | Appearances, Market Updates
In this Outlook, the Aptus Investment Team discussed: Differentiated Thoughts Market Commentary What Could Derail the Market Positioning Moving Forward Fixed Income Markets For our expanded thoughts on the quarter, check out more resources below. Access Q4 2024...
by Aptus PM Team | Dec 20, 2024 | Market Updates
The team discussed the firm’s outlook for 2025, including investment committee views on the economy, markets, and investment strategy. Key points The team is optimistic about the path forward for stocks, with the path of least resistance appearing...
by David Wagner | Dec 18, 2024 | Market Updates
Aptus Capital Market Outlook: Stocks for the Long Haul? Surely You Can’t Be Serious. I Am, and Don’t Call Me Shirley The movie Airplane! is sophomoric, obvious, predictable, corny, and quite often very funny. And the reason it’s funny is simply because...
