by Aptus PM Team | Jul 17, 2026 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from asset convergence and divergence to equity supply and demand, to rates and the state of oil and inflation. Have a great...
by Aptus PM Team | Jul 10, 2026 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from a historic rally with improving breadth, to record earnings and margins, the AI buildout reaching the labor market, and...
by David Wagner | Jul 7, 2026 | Blog, Market Updates
Equity Recap – The First Half of 2026 Has Been a Lesson in Resilience, But Not Stability: S&P 500 Has Best Quarter Since 2020, and NASDAQ Has Second Best Since 2001: Markets have absorbed a remarkable sequence of shocks: the Iran war, renewed energy security...
by Aptus PM Team | Jul 2, 2026 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from Q2 standouts to sector dispersion, rising earnings and falling credit spreads, and inflation and the FOMC. Have a great long...
by Aptus PM Team | Jul 1, 2026 | Appearances, Market Updates
Q2 2026 Market Update: Ready for Earnings Q2 recap, and look ahead to Q3, with JD Gardner, CFA & CMT, Dave Wagner, CFA, and John Luke Tyner, CFA. Topics: Iran, Inflation, Warsh Regime Earnings Outlook Helping Clients Stay Comfortable For our expanded thoughts on...
