by Aptus PM Team | Jun 17, 2022 | Blog, Charts, Market Updates
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: JL: by any measure, the inflation picture is different than the past two decades Source: PGM Global as of 6/14/2022 Dave: heading for only the...
by David Wagner | Jun 16, 2022 | Blog, Macro Updates
Obviously, yesterday’s news regarding the market was all about the Fed. Just a few weeks ago, it seemed very unrealistic that the market would get a 75bp hike in June. Yet, due to Friday’s CPI report and a “mysterious” WSJ article on Monday, it created an environment...
by John Luke Tyner | Jun 14, 2022 | Blog, Bonds, Macro Updates
Peak Inflation… Think Again! Source: Bianco Research. As of 6/10/22 CPI rose 1.0% MoM and 8.6% YoY (a new high) in May. The core CPI again surged 0.6% MoM and 6.0% YoY. Inflation looks to be broadening… The Bones of the Report May’s report...
by David Wagner | Jun 10, 2022 | Blog, Market Reviews
The returns witnessed by investors over the past few years have been an outlier. Entering the year, the 3-year annualized return for the S&P 500 was ~25% with the U.S. Barclays Agg. returning ~5%. In an environment where one has had strong returns, it makes one...
by Aptus PM Team | Jun 10, 2022 | Blog, Charts, Market Updates
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: 1) JD: this stayed on the “anti-correlation” side for a few years but 2022 has kicked off another red/high correlation period ...
by Derek Hernquist | Jun 8, 2022 | Blog, Financial Planning
A post I wrote when my kids were a bit younger…events change but the prescriptions remain intact: Every advisor wants the same from their clients…save more money, focus on the long-term. And most investors know this is the formula for success. Easy,...
