by Brian Jacobs | Mar 13, 2024 | Blog, Investment Concepts
The narrative that U.S. equity markets are overpriced has gained traction amongst investors, particularly when headlines are dominated by the astronomical valuations of mega-cap tech stocks. Yet, this broad-brush view overlooks the more nuanced picture painted by the...
by John Luke Tyner | Mar 13, 2024 | Blog, Bonds
Inflation Stabilizing Above 3% The U.S. CPI rose +0.4% m/m (3.2% y/y) & core (ex-food & energy) was +0.4% m/m (3.8% y/y) in February. The so-called “supercore” gauge slowed to 0.47% on the month, down from a red-hot 0.85% in January. The data is...
by Aptus PM Team | Mar 8, 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: Early-year strength in stocks has tended to lead to healthy performance Source: Strategas as...
by David Wagner | Mar 4, 2024 | Blog, Market Updates
February ‘24 Market Recap: Helped by better-than-expected earnings, the S&P 500 (+5.3% total return) clocked a fresh high in Feb. But just 26% of stocks outperformed the index, similar to recent months, and 45% of the index’s gain came from four stocks:...
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...
