by Aptus PM Team | Jul 15, 2022 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: JL: History would indicate that the end of Fed tightening is a ways off Data as of 07.06.22 Dave: Q2 earnings results may hold the...
by David Wagner | Jul 12, 2022 | Blog, Market Updates
The market is learning that the economic cure of last year is now quickly becoming the cause for something else. The ramifications of unprecedented fiscal and monetary responses employed to combat a recession during the global pandemic should not come as a surprise to...
by John Luke Tyner | Jul 12, 2022 | Blog, Macro Updates
Powell Pivot or Powell Plunge… Which is It? The Fed’s aggressive tightening over the last 3 months has been a vicious attempt to regain their credibility after insisting inflation was merely transitory for all of 2021 + the first quarter of ‘22. In turn, for their...
by Aptus PM Team | Jul 8, 2022 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: Dave: denominator a lot bigger but this bear is no joke, $14 trillion equity lost on paper Source: Strategas as of 7/6/22 JL: 2022...
by John Luke Tyner | Jul 7, 2022 | Blog, Bonds, Market Updates
The Yield Curve Inverted… Again The yield curve has inverted temporarily several times this year, but it’s only been for a day or two and then bounced back to a more normal shape (front end lower than the long end). As the Fed continues to hike rates (raising rates at...
by David Wagner | Jul 5, 2022 | Blog, Market Updates
Developments Over the Past Month The U.S. Officially Entered into a Bear Market: The S&P 500 has officially entered a bear market, marking the 27th bear market since 1929 (20%+ peak-to-trough decline without a 20% rally). Historically, bear markets have...
