by Brian Jacobs | Nov 20, 2024 | Blog, Investment Concepts
The housing market today is caught in a strange juxtaposition. While home prices and down payments are elevated in dollar terms, they remain within historical norms when adjusted for income. In contrast, mortgage payments have spiked at an unprecedented rate given the...
by Aptus PM Team | Nov 8, 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: We’re in the strongest time of the year, and stocks aren’t letting anyone down Data as of October...
by Aptus PM Team | Aug 30, 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: Arch: The market action of the past month has restored sector correlations back to the midpoint of their recent...
by Aptus PM Team | Aug 2, 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: It only took a week for markets to go from an 11% chance to a 72% chance of 50 bps of rate cuts...
by Aptus PM Team | Jun 14, 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: FOMC members have very little confidence in their inflation outlooks Source: FOMC as of...
