by Aptus PM Team | Jan 19, 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: It’s no secret that central banks plan to cut rates this year Data as of 01.12.2024...
by David Wagner | Jan 19, 2024 | Blog, Market Updates
S&P 500 Earnings Preview – Q4 2023 It’s common knowledge that if the market endures two (2) consecutive quarters of negative GDP growth, it is considered a recession (most of the time, not every time—as we learned last year). Well, the market had been in an...
by John Luke Tyner | Jan 18, 2024 | Blog, Bonds
Market is Pricing in Six Rates Cuts in 2024 Currently, Fed Funds traders are pricing in six cuts (shown below in orange) by the end of 2024. Keep in mind that the Fed projected just three cuts in its latest Summary of Economic Projections (shown below in blue)....
by Brian Jacobs | Jan 16, 2024 | Blog, Investment Concepts
Markets at Highs: A Pathway, Not Obstacle, to Strong Market Returns The recent resurgence of global stocks, with many (especially those within the United States) edging closer to new all-time highs, has sparked apprehension among some investors. However, contrary to...
by Aptus PM Team | Jan 12, 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: Beckham: Equity valuations have done their usual post-low lift from late 2022, it now seems to be on...
by John Luke Tyner | Jan 12, 2024 | Blog, Bonds
The U.S. Headline CPI for December rose +0.3% m/m (3.4% y/y) and the core CPI (ex: food & energy) was +0.3% m/m (3.9% y/y). Source: BLS/Stifel as of 01.11.2024 Inflation came in slightly above expectations in December. Core inflation is being aided by...
