by Aptus PM Team | Jul 1, 2022 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: Dave: there hasn’t been a single instance in 50 years of Fed Funds < CPI at the end of a tightening cycle Source: Strategas as of 6/27/2022...
by Aptus PM Team | Jun 24, 2022 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: John Luke: not hard to see what’s driving the equity market’s appetite for risk Source: Piper Sandler as of 6/24/2022 Brad: major shortages...
by Aptus PM Team | Jun 17, 2022 | Blog, Charts, Market Updates
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: JL: by any measure, the inflation picture is different than the past two decades Dave: heading for only the 4th instance of back-to-back tandem...
by Aptus PM Team | Jun 10, 2022 | Blog, Charts, Market Updates
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: 1) JD: this stayed on the “anti-correlation” side for a few years but 2022 has kicked off another red/high correlation period ...
by Aptus PM Team | Jun 3, 2022 | Blog, Charts, Market Updates
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: Dave: market selloffs of the past decade have repriced equities to mid-teens PE ratios. This one not in that range yet, at least on a trailing basis...
by Aptus PM Team | May 27, 2022 | Blog, Charts, Market Updates
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: 1) JL: hard to believe Fed Funds rate is still only 1% given the CPI backdrop, real yields are quite negative Source: Bianco Research as of 5/25/2022...
