by David Wagner | Sep 3, 2024 | Blog, Market Updates
August Witnessed Some Fireworks at the Onset, But It Quickly Waned: The month of August was highlighted by the unwinding of the “Japanese Carry Trade”. As of right now, there were no “aftershocks” from the August 5th event. In VIX terms, it opened the month at 16,...
by Marketing | Aug 28, 2024 | Market Notes, Media Notes
Nvidia Blackwell delays don’t worry analysts ahead of earnings
by David Wagner | Aug 5, 2024 | Blog, Market Updates
July ‘24 Market Recap + Some August: Political fireworks and a dramatic rotation from large to small cap dominated the headlines over the past month. But, more recently to start August, the market went from “soft landing” to “late cycle” very quickly: Earnings:...
by Aptus PM Team | Aug 2, 2024 | 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: Beckham: It only took a week for markets to go from an 11% chance to a 72% chance of 50 bps of rate cuts...
by Aptus PM Team | Jul 26, 2024 | 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: Brad: Smaller stocks are still lagging their historical recovery pace Dave: but they sure...
