by Aptus PM Team | Aug 1, 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 Fed debates to mixed economic data, to AI spending and corporate earnings, and stagnant housing and summer markets. Have a great...
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 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...
by David Wagner | Jul 11, 2025 | Blog, Market Updates
Personally, I feel like tariffs have already started to take a back seat to: 1) Q2 2025 S&P 500 Earnings (i.e., resiliency of corporate America), and 2) Labor Markets / Non-Farm Payrolls (i.e., when labor markets are strong, so is consumer spending). I believe...
