by Aptus PM Team | Sep 4, 2026 | Charts
Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summaries of investor activity, from an economy that’s keeping consumers spending, to the earnings and buildout behind it, a Fed conversation around possible hikes,...
by John Luke Tyner | Sep 3, 2026 | Blog, Bonds
Last Friday morning at Jackson Hole, Chairman Warsh made the case that it’s hard to argue financial conditions are restrictive. As of Wednesday morning, the bond market has done some of the work for him. Below shows the move in yields since last Thursday’s...
by David Wagner | Sep 3, 2026 | Blog, Market Updates
Market Recap – Earnings Growth Was the Star in August: August 2026 opened with real momentum and closed under a shadow of caution. The S&P 500 pushed to an all-time closing high above 7,800 around mid-month, capping a 2.7% gain for the month, as...
by Aptus PM Team | Aug 28, 2026 | Charts
Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of the current market, from strong corporate profits and resilient consumers to an AI-driven investment boom, healthy credit markets, persistent weakness...
by John Luke Tyner | Aug 28, 2026 | Blog, Bonds
Fed Chair Warsh’s Jackson Hole remarks provided the market with what participants hoped for: A more thorough view from the Fed on the economy and inflation, which appeared to satisfy investors’ concerns. Overall, I’d rate his comments as more hawkishly tilted than the...
by Aptus PM Team | Aug 21, 2026 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from a market full of dispersion, to an AI boom driving an infrastructure buildout, a consumer who keeps spending, and a bond market...
