Aptus Musings: Q2 2023 Earnings Recap
Last week, President Biden signed an executive order limiting US investments in China for advanced semiconductors, quantum computing, and Artificial Intelligence (AI)...
Market Still Undershooting Fed Communication
Global central bankers will gather later this month in Jackson Hole, WY for their annual meeting. We anticipate markets will seek to understand Powell’s desire to push back...
The Market in Pictures, August 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: Brad: Most...
August 2023 CPI: Progress Continues
The July CPI came out to be another soft report and points to further moderation in inflation. Headline CPI increased by 0.2% MoM (0.167% unrounded), which resulted in the...
Aptus Musings: Why Has the Market Been Resilient?
I understand that a lot of y’all have upcoming client meetings, so I wanted to take more of a high-level approach to this Musing, instead of focusing on a single subject....
The Market in Pictures, August 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: Brad: If...
Fitch Downgrades US Credit Rating
We’ve all seen the news that Fitch downgraded the US Government’s credit rating from AAA to AA+. Fitch’s move follows a similar cut by S&P about 12 years ago. ...
Rearview to Windshield, August 2023
July ‘23 Market Recap: The S&P 500 gained 3.2% in July on a total return basis, the fifth month of gains and the ninth straight positive July. Less favorable seasonality...
Yields Rising, and a Curveball!
Rise in Interest Income is Helping Buoy the Consumer The increase in interest rates over the last 15-18 months has made it is more expensive to borrow money but on...
The Market in Pictures, July 28
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:...
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