by Aptus PM Team | Mar 1, 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: On the way to 16 of 18 weeks up for the S&P 500, it seems Source: Daily Chartbook...
by John Luke Tyner | Feb 29, 2024 | Blog, Bonds
Productivity is the Way Out Productivity plays a crucial role in influencing both inflation and economic growth. A key to stopping a second wave of inflation is likely productivity (output per hour) picking up. Instead of having too much money chasing too few goods we...
by Aptus PM Team | Feb 23, 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: Rate expectations have changed dramatically in a few short weeks Data as of 02.23.2024...
by Brian Jacobs | Feb 22, 2024 | Blog, Investment Concepts
A common debate in the world of investing revolves around the timing of market entries. While it is true that stocks can underperform cash, especially over shorter time frames, the long game tells a different story. In this post, by highlighting the consistent and...
by Aptus PM Team | Feb 16, 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 typical pattern for earnings estimates is to start high and fade throughout the year ...
by John Luke Tyner | Feb 14, 2024 | Blog, Bonds
Consumer prices came in hotter than expected to start the year. This delivers another painful blow to market expectations for quick and aggressive Fed rate cuts. January CPI MoM Headline: +0.3% (Exp: +0.2%) Core: +0.4% (Exp: +0.3%) YoY Headline: +3.1% (Exp: +2.9%)...
