by Aptus PM Team | Feb 3, 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: One could make the case that wage growth is receding from its highs Data as of...
by David Wagner | Feb 2, 2023 | Blog, Market Updates
January ‘23 Market Recap: The “January Effect” was in full order this past month. The worst performing sectors in 2022 led last month: Consumer Discretionary (+15%) and Communication Services (+14%). Meanwhile, defensive Utilities (-2%) and Staples (-1%) were the only...
by John Luke Tyner | Feb 2, 2023 | Blog, Bonds
As expected, the Fed hiked 25bps to the 4.5%-4.75% range, the eighth hike in a year. The markets experienced a pretty large rally following the FOMC meeting & presser. Stocks moved higher and yields lower as Powell continued to believe a soft landing was very...
by Aptus PM Team | Jan 27, 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: Brad: One of the “junkiest” rallies since the Global Financial Crisis, some of the past ones have...
by David Wagner | Jan 24, 2023 | Blog, Macro Updates
It’s showtime baby! As many of y’all are aware, Q4 earnings season tends to be a bit longer than the others, as it takes a little while longer for companies to close the books on their year-end. We expect earnings to take the center stage going forward, where...
by David Wagner | Jan 23, 2023 | Blog, Macro Updates
Unfortunately, we are about to talk politics – let’s rip the band aid off and dive in. The U.S. just hit its debt limit. Taking a Trip Down Memory Lane Essentially, the political environment in D.C. in ’11 is much like today – Dem. President / Dem....
