by John Archbold | Jun 24, 2024 | Blog, Investment Concepts
As we move into the second half of 2024, the outlook appears relatively positive. As we highlighted in last month’s 3 Pointers, when index returns were historically strong the first few months of the year, the remainder of the year also tends to perform well. Economic...
by Aptus PM Team | Jun 21, 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: Bigger stocks have been rewarded with higher valuations Brad: and the dominance of the...
by Brian Jacobs | Jun 17, 2024 | Blog, Investment Concepts
For investors seeking to outpace the standard gains of the broader equity market, leveraging market exposures during favorable conditions presents a compelling strategy. This isn’t just about adding risk, it’s about doing it with a plan; capitalizing on favorable...
by Aptus PM Team | Jun 14, 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: John Luke: FOMC members have very little confidence in their inflation outlooks Source: FOMC as of...
by John Luke Tyner | Jun 13, 2024 | Blog, Bonds
We see today’s print to be one of the first encouraging inflation prints for the Fed. The broader softness across components could point to a continuation of the slowing inflation data. May Core CPI came at 0.163% M/M (2% annualized), which was well below estimates....
by Aptus PM Team | Jun 7, 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: The divergence between non farm payroll data and the household survey continues to be an example of the...
