by Aptus PM Team | Aug 6, 2024 | Blog, Market Updates
Global markets are experiencing notable declines, from challenges within Japan and the yen carry trade unwind. This event appears technical, but we are vigilant in assessing its broader implications. Yen Carry Trade: What is It? The yen carry trade is...
by Aptus PM Team | Aug 5, 2024 | Market Updates
Given the popularity of our weekly Market in Pictures, we thought it made sense to pick out a few and go into more detail with our PMs. In this edition, John Luke and Dave spend a few minutes on each of the following: Small caps wake up in July FOMC...
by Aptus PM Team | Aug 2, 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: Beckham: It only took a week for markets to go from an 11% chance to a 72% chance of 50 bps of rate cuts...
by Aptus PM Team | Jul 26, 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: Brad: Smaller stocks are still lagging their historical recovery pace Dave: but they sure...
by Aptus PM Team | Jul 23, 2024 | Equity Research, Market Updates
U.S. large caps, as measured by the S&P 500, continued their dominance in the first half of 2024, led by the largest mega-cap stocks, coined The Magnificent Seven (“Mag 7”). This year’s first half ranks as the 12th-best start for the S&P 500 since 1950 – the...
