by David Wagner | Aug 15, 2023 | Blog, Macro Updates
Last week, President Biden signed an executive order limiting US investments in China for advanced semiconductors, quantum computing, and Artificial Intelligence (AI) systems. While the executive order was narrow in scope, trade data released this week shows that a...
by Aptus PM Team | Jul 21, 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: Beckham: The YTD rally in the S&P 500 has all been due to P/E multiples rising Source:...
by Aptus PM Team | Jul 7, 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: Mortgage rates are moving higher again Source: YCharts John Luke: but US buyers...
by David Wagner | Jul 6, 2023 | Market Updates
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...
