Executive Summary: 2023 Aptus Capital Market Outlook
The Necessity to Focus on What Matters - One of the most influential things that we've all learned is that short-term events rarely matter. In the moment, they will feel...
The Market in Pictures, December 16
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:...
November CPI: Light at the End of the Tunnel?
The CPI report came in softer than expected again in November. Core saw the smallest increase since Aug 2021. Core goods were down -0.5% (weakest since April 2020) and core...
The Market in Pictures, December 9
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: It’s...
Peak Funds Rate, For Longer
Fed chair Powell (and many other FOMC members) have made it clear that as of today, the Fed intends to: Slow down the pace of hikes Reach a higher peak rate than it...
Rearview to Windshield, December 2022
November 2022 Market Recap: The S&P 500 bounce in November (+5.4%) occurred as the US yield curve inverted further as the 10 year treasury yields rallied. This is the...
The Market in Pictures, December 2
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: JL: This...
Was that the Powell Pivot 2.0?
Powell's comments and the market response yesterday were noteworthy. The equity market rose (SPX +3.05%) while bond yields rallied across the yield curve following Powell’s...
The Divergence in Energy Stocks vs. Crude
In the last two weeks, we’ve received several inquiries regarding energy equity outperformance relative to declining oil prices. Many people reference some version of the...
The Market in Pictures, November 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: Dave: As...
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