by Aptus PM Team | Oct 18, 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: This week’s retail sales report again showed a steady pace of consumer spending Source: Charles...
by Aptus PM Team | Oct 11, 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: John Luke: The past few years have seen a change in the leading contributors to inflation, first goods and now...
by Aptus PM Team | Oct 3, 2024 | Appearances, Market Updates
In this recap, the Aptus Investment Team discussed the market backdrop, strong returns, the Fed’s monetary policy, and the fiscal policy environment. For our expanded thoughts on the quarter, please check out a few additional resources below: Access Q3 2024...
by JD Gardner | Oct 2, 2024 | Market Updates
The Fed cut 50bps in September and expects more rate cuts to come. They are not alone as central banks around the world are cutting rates. September saw the most rate cuts since 2020. JL digs further into the Fed’s positioning in a great post last week:...
by Aptus PM Team | Sep 27, 2024 | Blog, Bonds
Post Covid Inflation Source: Bianco. As of 9/24/24 In a recent op-ed, Jim Bianco argued that recessions and financial crises can create change across an economy. In 2020, we had both a financial crisis and a recession, significantly reshaping the economic...
