by Aptus PM Team | Apr 25, 2023 | Rebalance Rationales
The first quarter of 2023 started out with a bang. Q1 experienced what felt like three distinct market cycles condensed into three months. January experienced a perceived “Soft Landing” where inflation was seen as falling quickly while the economic data was on the...
by Aptus PM Team | Apr 21, 2023 | 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: John Luke: Looks like markets have restored expectations of 25 bps hike after wavering last month ...
![“The big question for most investors today is why is this stock [Johnson & Johnson] down 3%?”](https://aptuscapitaladvisors.com/wp-content/uploads/2020/10/cnbc-1-1080x390.png)
by Aptus PM Team | Apr 19, 2023 | Market Notes, Media Notes
Three stocks making headlines today: JNJ, CTLT, LMT
by Aptus PM Team | Apr 14, 2023 | 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: John Luke: Inflation comps get tougher in the next few months vs. the heart of the 2022 Ukraine spike...
by Aptus PM Team | Apr 13, 2023 | Blog, Bonds
Core CPI was in line with a softer shelter print (shelter/OER came in at 0.45%), but the headline was a little soft as energy declined, food was flat. The big question is how will the Fed view this number? Source: Macro84. As of 4/12/23. Core still at...
