by Brian Jacobs | Aug 1, 2025 | Blog, Investment Concepts
Bloomberg’s latest piece on the housing market (“U.S. Real Estate Market: High Prices, Mortgage Rates Hamper Spring Home Selling”) captured the state of the housing market well: prices are high, mortgage rates are punishing, and activity is stuck. Similar headlines...
by Aptus PM Team | Jul 25, 2025 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from junk stocks to megacaps, to housing and liquidity, to the impact of tariffs and trade on earnings and international economic power....
by Aptus PM Team | Jul 18, 2025 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from FOMC speculation to inflation breakdowns to earnings forecasts and market sentiment. Have a great weekend! Jake: This may...
by Aptus PM Team | Jul 18, 2025 | Blog, Bonds
Core CPI came in softer than expected for the 5th straight month: 0.2%, month over month (MoM) and 2.9% year over year (YoY). The YoY number did tick up slightly given the low comp rolling off from last year (monthly numbers shown on graphic below). ...
by Aptus PM Team | Jul 11, 2025 | Blog, Charts
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from large cap leadership to momentum flips, improving sentiment and earnings growth, and no escaping tariff and tax talk. Have a great...
