Aptus 3 Pointers, October 2024

Aptus 3 Pointers, October 2024

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:   Borrowing Costs Going Up One Year from...

The Market in Pictures, October 25

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: Joseph: Bonds have been the greater source of volatility since the Fed cut rates in September   Data as of...

The Market in Pictures, October 18

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: This week’s retail sales report again showed a steady pace of consumer spending   Source: Charles...

The Market in Pictures, October 11

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: The past few years have seen a change in the leading contributors to inflation, first goods and now...

The Market in Pictures, October 4

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: Between the Fed Chair and the jobs report, the market’s expectations of another 50 bps cut have...