by Aptus PM Team | Dec 6, 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: Dave: 2022 seems like a generation ago, historic in a different way Source: Strategas as of 11.30.2024...
by John Luke Tyner | Dec 4, 2024 | Blog, Bonds
Insurance Cut in December is Likely…Then a Pause The jobs forecast from Linkup, a leading provider of labor demand data to the capital markets, indicates a marked slowing in the pace of hiring (and openings). This implies a smaller upward revision to October than...
by Aptus PM Team | Dec 2, 2024 | Blog, Market Updates
Market Recap – November 2024: The market boasted its best month of the year, as market bulls believe that President-elect Donald Trump is the nominal GDP growth candidate. In a way, the market took the exact playbook from Trump 1.0 in November 2016 and transcribed it...
by Aptus PM Team | Nov 29, 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: This year’s S&P 500 has been one of the steadier rises in recent history Data as of...
by David Wagner | Nov 27, 2024 | Blog, Market Updates
Given the breadth of questions that I’ve received on President-elect Trump’s cabinet picks I thought I’d start with some commentary. In my opinion, the market is not political. It doesn’t care about political views and rhetoric, suggested...
by Aptus PM Team | Nov 22, 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: Dave: Q3 earnings are generally behind us and the general tone was solid Data as of 11.18.2024...