by Aptus PM Team | Nov 22, 2021 | Blog, Macro Updates
Inflation has been a major headline the last 18 months as market participants digested the unprecedented government response to the pandemic (i.e., monetary and fiscal policy). Since early 2021, the Fed has championed that inflation would be “transitory” although...
by Aptus PM Team | Nov 8, 2021 | Blog, Energy, Macro Updates
With OPEC in the news and many countries clamoring for more oil (including President Biden), we figured an update was due…please reach out to the author at jsykora@apt.us if you’d like to discuss further. If you’ve filled up your car lately, you likely...
by David Wagner | May 20, 2021 | Blog, Macro Updates
As of May 14th, 91% of the S&P 500 have reported earnings (440 companies). The first quarter of 2021 saw S&P 500 earnings at $48.21, besting Wall Street expectations by 21% – this is the biggest beat in recent memory. Not only that, but Investors have...
by Aptus PM Team | Nov 18, 2020 | Blog, Macro Updates
It’s not often that earnings season takes a back seat to other global events, but that was the case in Q3 2020 as the US election, increasing COVID-19 cases, a potential vaccine, and fiscal stimulus have been sucking up all the oxygen in the room recently. But let’s...
