by Aptus PM Team | Apr 28, 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: The recession playbook has mostly filled in and markets seem to be adjusting Source:...
by Aptus PM Team | Apr 21, 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: John Luke: Looks like markets have restored expectations of 25 bps hike after wavering last month ...
by Aptus PM Team | Jan 20, 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: John Luke: It’s great to see actual yield available for the first time since before the financial crisis...
by David Wagner | Aug 8, 2022 | Blog, Macro Updates
Simply put, most market pundits were probably too pessimistic on the future earnings picture in the U.S. – at least for this quarter. I believe that corporate earnings surprised a lot of people – there was broad-based strength in the Mega-Caps, the most cyclical areas...
by David Wagner | Jan 21, 2022 | Blog, Market Reviews
Last week, we covered the age old question of “Domestic vs. International”. Let’s make this a bit more intimate with a more recently debated topic, given the rally in cyclicals –Small v. Large. Many of y’all have heard my spiel on this numerous times –get ready for it...
