The Market in Pictures, September 15
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:...
Rate Hikes Working, No Cuts Ahead
Headline CPI rose 0.6% in August from the prior month, a faster pace than in July as gasoline prices jumped. Core CPI rose 0.3% (stripping food and energy costs), a hotter...
Aptus Musings: Come Monday
The world lost a great icon the other day; Jimmy Buffett. And in honor of the man, the myth, and the legend himself, this Musing is dedicated to him. For those that don’t...
The Market in Pictures, September 8
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:...
Rearview to Windshield, September 2023
August ‘23 Market Recap: The S&P 500 reversed course in August, falling 1.6% after jumping 10% in June-July on a total return basis. Higher rates, more positioning risk,...
The Market in Pictures, September 1
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...
All Around the Bond Market, Aug 2023
Jackson Hole Fed Chair Powell’s message last week at Jackson Hole was direct. The Fed won’t be taking victory laps over inflation just yet. Powell noted “we are...
The Market in Pictures, August 25
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:...
Aptus Musings: Why Rates Haven’t Had a Material Impact
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...
The Market in Pictures, August 18
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: Mark: The...
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