by David Wagner | Dec 3, 2021 | Blog, Market Reviews
Developments over the Past Month Monthly Recap: November tends to be a seasonally strong month but turned out to be much more volatile than expected, especially during the holiday-shortened week. First, the market had to digest the introduction of the Omicron...
by David Wagner | Dec 2, 2021 | Blog
Happy December! Historically, this part of the year tends to see minimal volatility, but, as we already know, 2020 and 2021 continue to be the exception – so why would this be any different? Given the whiplash that many investors have endured during the last week,...
by David Wagner | Nov 23, 2021 | Blog, Market Reviews
So far, the “important” part of earnings season is essentially over, and the results are better-than-expected. Companies have cited margin issues and supply chain disruptions, but management teams have been able to navigate these issues and investors are looking past...
by John Luke Tyner | Nov 22, 2021 | Blog, Macro Updates
This morning, President Biden renominated the current Fed Chairman, Jay Powell, for another 4-year term. Lael Brainard, who was also in the running, will become the next Vice Chair, replacing Richard Clarida. This keeps consistency of the top dog at the Fed during a...
by John Luke Tyner | Nov 22, 2021 | Blog, Macro Updates
Inflation has been a major headline the last 18 months as market participants digested the unprecedented government response to the pandemic (i.e., monetary and fiscal policy). Since early 2021, the Fed has championed that inflation would be “transitory” although...
by Aptus PM Team | Nov 8, 2021 | Blog, Energy, Macro Updates
With OPEC in the news and many countries clamoring for more oil (including President Biden), we figured an update was due…please reach out to the author at [email protected] if you’d like to discuss further. If you’ve filled up your car lately, you likely...
