by Aptus PM Team | Jul 14, 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: The lagging broader market has finally picked itself up in recent weeks Beckham:...
by David Wagner | Jul 6, 2023 | Market Updates
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...
by David Wagner | Jun 30, 2023 | Blog, Market Updates
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...
by David Wagner | Jun 15, 2023 | Blog, Macro Updates
In case you missed it – JL put something out on CPI on Tuesday. If you want any commentary on the Fed/FOMC, just reach out and we can discuss today’s hawkish “skip”, which is basically just insurance on continued inflation. AI Investment Talk I’ve been...
