The Market in Pictures, October 13

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:   Beckham: Earnings estimates show a turn, with the cuts now in the rearview mirror   Data as of...

The Market in Pictures, July 14

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: The lagging broader market has finally picked itself up in recent weeks     Beckham:...
Aptus Q2 2023 Newsletter

Aptus Q2 2023 Newsletter

Q2 2023 Key Market Takeaways   1. Everyone was bearish to begin the year, and everything rallied – one of the most anticipated recessions in recent memory has yet to occur, as the consumer has remained very resilient in the face of higher-for-longer...

Rearview to Windshield, July 2023

June ‘23 Market Recap: The banking fears of Q1 faded into an all-out Artificial Intelligence (“AI”) FOMO trade in Q2, as the S&P 500 returned 8.74%. Outside of AI, this quarter’s narrative was “Immaculate Disinflation”, which embodies falling inflation and stable...