The Market in Pictures, August 12

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why:   Joseph: All of the 2020 job losses have now been recovered. Where that stacks up vs. other recessions    Source: Calculated Risk as of 08.05.2022...

Aptus Musings: Thoughts Around Earnings

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...

The Market in Pictures, August 5

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why:   Brad: Earnings continue to be solid for S&P companies, sales even stronger   Source: Strategas as of 08.01.2022   Dave: … that...

Rearview to Windshield, August 2022

Developments Over the Past Month   July 2022 Market Recap: The month of July was driven by better-than-feared earnings, economic data, and falling inflation expectations. The market spent most of June pricing in an earnings Armageddon that has yet to come to...