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...
by John Luke Tyner | Nov 21, 2024 | Blog, Bonds
The FOMC has eased 75 bps since September, but financial conditions have tightened about 25 bps since then due to the runup in real yields (the 10 year has backed up 80bps). Conditions are still “loose”, but not as loose as one might typically expect after 75 bps of...
by Brian Jacobs | Nov 20, 2024 | Blog, Investment Concepts
The housing market today is caught in a strange juxtaposition. While home prices and down payments are elevated in dollar terms, they remain within historical norms when adjusted for income. In contrast, mortgage payments have spiked at an unprecedented rate given the...
by Aptus PM Team | Nov 15, 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: Brad: Stocks had a nice run of daily inflows coming into and out of the election Source: Goldman Sachs as...
by Aptus PM Team | Nov 13, 2024 | Blog, Bonds
Most of our pieces are meant to be read by advisors, but sometimes there are topics that will resonate just as deeply with your clients. Here's an example of one that could be white-labeled to help you explain the current conundrum between "lower rates" and what...
