The Market in Pictures, July 14

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 lagging broader market has finally picked itself up in recent weeks     Beckham:...
Aptus Q2 2023 Newsletter

Aptus Q2 2023 Newsletter

Q2 2023 Key Market Takeaways   1. Everyone was bearish to begin the year, and everything rallied – one of the most anticipated recessions in recent memory has yet to occur, as the consumer has remained very resilient in the face of higher-for-longer...

Can Inflation Slow Without Economic Damage?

  Source: Strategas as of 06.20.2023   Many of the underlying sources of inflation have cooled over the past year. Supply chains have improved, interest rate sensitive sectors are seeing slower growth, but is it enough to get to the fed’s 2% target? The...

The Market in Pictures, June 2

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: Technically an up month for stocks, but only if you’re concentrated in megacap tech    ...