by Aptus PM Team | Jun 6, 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 rare timing setups and market breadth to the economy, earnings, and US/foreign market exposures. Enjoy! Tariff Tantrum vs....
by David Wagner | Jun 2, 2025 | Blog, Market Updates
Market Recap – May 2025: To some, it may feel miraculous that the S&P 500 is now positive on the year – which was a new development during the month. March and April should be categorized as having apocalyptic soft data, which is also known as survey data, but...
by Aptus PM Team | May 30, 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 earnings and the economy, to international comps and DC taxes and spending. Enjoy! John Luke: The S&P 500 has developed...
by David Wagner | May 30, 2025 | Blog, Market Updates
I hope that everyone had a great Memorial Day Weekend! We’ll start with two newsworthy pieces: 1. Now that the “One, Big Beautiful Bill” has passed the House and is on its way to the Senate, I’ll start shifting some Musing focus over the...
by John Luke Tyner | May 30, 2025 | Blog, Bonds
While there is certainly a lot going on in rates markets, it’s been interesting to see participants give more attention to the fiscal backdrop of the US government. It comes as no surprise that the weighted average cost of our government debt has increased...
by Aptus PM Team | May 23, 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 rising yields and the economy, to earnings and tariffs and valuations. Enjoy! Beckham: Rising yields is not just a U.S....
