by David Wagner | Sep 5, 2023 | Blog, Market Updates
August ‘23 Market Recap: The S&P 500 reversed course in August, falling 1.6% after jumping 10% in June-July on a total return basis. Higher rates, more positioning risk, and seasonality were likely headwinds to equities, despite solid macro data and earning....
by Aptus PM Team | Sep 1, 2023 | 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: In the past few decades, the highest-growing half of S&P 500 industries have steadily...
by John Luke Tyner | Aug 31, 2023 | Blog, Bonds
Jackson Hole Fed Chair Powell’s message last week at Jackson Hole was direct. The Fed won’t be taking victory laps over inflation just yet. Powell noted “we are navigating by the stars under cloudy skies … we will keep at it until the job is done.” Reminds us...
by Aptus PM Team | Aug 25, 2023 | 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 unusual for stocks to rally when real yields are screaming higher Data as of...
by David Wagner | Aug 25, 2023 | Blog, Macro Updates
We’ve been fielding a few questions as to why higher rates have seemingly had no collateral damage on the economy except for a few banking failures back in March. Let’s hit on a few talking points. The data on the investment side of the economy tells a story of strong...
by Aptus PM Team | Aug 18, 2023 | 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: Mark: The ability of US corporations to sit patiently with long-term debt has been one of the unique...
