by Aptus PM Team | Aug 11, 2022 | Blog, Bonds, Macro Updates
U.S. Headline CPI was flat from June to July, slowing to 8.5% YoY. The core CPI (ex food & energy) rose +0.3%, keeping the YoY number at 5.9%. Headline CPI had the lowest monthly overall reading since May 2020 (0.0%). The unchanged reading was driven by an...
by Aptus PM Team | Aug 5, 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: Brad: Earnings continue to be solid for S&P companies, sales even stronger Source: Strategas as of 08.01.2022 Dave: … that...
by Aptus PM Team | Jul 22, 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: Joseph: Current fundamentals looking nothing like those of historic bear market bottoms Source: Strategas as of 07.15.2022 JD: Investors...
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 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...
