by Aptus PM Team | Aug 22, 2025 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from rate-cutting regimes to earnings season, inflation to consumer health, and stock buybacks. Have a great weekend! Dave:...
by David Wagner | Aug 21, 2025 | Blog, Market Updates
The big debate in the final weeks of Summer is whether the delayed bite of the Administration’s trade and tariff policy will matter more for financial markets than the offset from likely rate cuts, monetary policy and fiscal policy. Best we can tell, it’s the...
by Aptus PM Team | Aug 15, 2025 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from inflation to dispersion, from wall of worry to tariff impact, and the ongoing US vs. Foreign discussion. Have a great weekend!...
by Aptus PM Team | Aug 8, 2025 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from earnings hits/misses and Big Tech dominance, to mixed economic data and mixed markets, and comparing this market to the past. Have a...
by David Wagner | Aug 5, 2025 | Blog, Market Updates
Market Recap – July 2025: July was a great month for risk assets. Historically speaking, when July is a good performance month, it tends to be a strong signal for the remaining part of the year. But, even with a strong month, investors will likely be focusing on the...
