by Aptus PM Team | Sep 6, 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: Brian: Despite a rough start to the decade, US growth has actually exceeded pre-COVID projections ...
by Aptus PM Team | Aug 23, 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: Dave: Overall job growth has been modest over the past year, likely somewhere between these two measurements...
by Aptus PM Team | Jun 7, 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: Dave: The divergence between non farm payroll data and the household survey continues to be an example of the...
by John Luke Tyner | Sep 21, 2023 | Blog, Bonds
We thought the current backdrop provided an opportunity to dive into the basics of inflation. The below analysis will attempt to isolate different types of inflation, and distill our input on where we stand on each in the current cycle. This is a bit “economic” at its...
by Aptus PM Team | Aug 11, 2023 | 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: Most Q2 earnings are out, and it’s generally been better-than-expected Source: Strategas as...
