by John Luke Tyner | Oct 11, 2023 | Blog, Bonds
Inflation Still a Concern September PPI rose 0.5%, more than the 0.3% gain expected and following a 0.7% increase the month prior. Year-over-year, producer prices rose 2.2% in September, up from the 2.0% gain in August and marking the largest increase in five months,...
by Aptus PM Team | Sep 8, 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: NVDA is the current battleground stock, but remember when there were 100s of absurdly-priced...
by Aptus PM Team | Sep 1, 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: Dave: In the past few decades, the highest-growing half of S&P 500 industries have steadily...
by David Wagner | Aug 25, 2023 | Blog, Macro Updates
We’ve been fielding a few questions as to why higher rates have seemingly had no collateral damage on the economy except for a few banking failures back in March. Let’s hit on a few talking points. The data on the investment side of the economy tells a story of strong...
by Aptus PM Team | Mar 3, 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: Without a corresponding price drop, the rise in mortgage rates is making it real hard on...
