by Aptus PM Team | Jul 15, 2022 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: JL: History would indicate that the end of Fed tightening is a ways off Data as of 07.06.22 Dave: Q2 earnings results may hold the...
by Aptus PM Team | Jul 8, 2022 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: Dave: denominator a lot bigger but this bear is no joke, $14 trillion equity lost on paper Source: Strategas as of 7/6/22 JL: 2022...
by Aptus PM Team | Jul 1, 2022 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: Dave: there hasn’t been a single instance in 50 years of Fed Funds < CPI at the end of a tightening cycle Source: Strategas as of 6/27/2022...
by Aptus PM Team | Jun 24, 2022 | Blog, Charts
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: John Luke: not hard to see what’s driving the equity market’s appetite for risk Source: Piper Sandler as of 6/24/2022 Brad: major shortages...
by Aptus PM Team | Jun 17, 2022 | Blog, Charts, Market Updates
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: JL: by any measure, the inflation picture is different than the past two decades Source: PGM Global as of 6/14/2022 Dave: heading for only the...
by Aptus PM Team | Jun 10, 2022 | Blog, Charts, Market Updates
Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and why: 1) JD: this stayed on the “anti-correlation” side for a few years but 2022 has kicked off another red/high correlation period ...
