by David Wagner | Jul 11, 2025 | Blog, Market Updates
Personally, I feel like tariffs have already started to take a back seat to: 1) Q2 2025 S&P 500 Earnings (i.e., resiliency of corporate America), and 2) Labor Markets / Non-Farm Payrolls (i.e., when labor markets are strong, so is consumer spending). I believe...
by Aptus PM Team | Jul 3, 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 low quality and high quality stocks to the state of the US consumer, and projections for rates and the relentless appetite for US...
by Aptus PM Team | Jul 1, 2025 | Blog, Market Updates
Market Recap – June 2025: Risk assets were King of the Mountain during June and Q2, as a reversal in sentiment drove stocks higher, bringing the majority of major asset class returns positive year-to-date. The market has continued to exhibit that the faster it falls,...
by Aptus PM Team | Jul 1, 2025 | Appearances, Market Updates
In this Outlook, the Aptus Investment Team discussed: Equity Markets Review Fixed Income Markets Review Important Topics of Discussion The Good, the Bad, & the Ugly Biggest Thoughts Affecting Advisors For our expanded thoughts on the quarter, check out more...
by Aptus PM Team | Jun 20, 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 market momentum to earnings, trade policy to fiscal policy, and home owners to equity owners. Enjoy! Brian: We’ve seen a...
