{"id":237663,"date":"2025-01-31T14:33:18","date_gmt":"2025-01-31T19:33:18","guid":{"rendered":"https:\/\/aptuscapitaladvisors.com\/?p=237663"},"modified":"2025-02-03T10:20:31","modified_gmt":"2025-02-03T15:20:31","slug":"the-market-in-pictures-january-31","status":"publish","type":"post","link":"https:\/\/aptuscapitaladvisors.com\/the-market-in-pictures-january-31\/","title":{"rendered":"The Market in Pictures, January 31"},"content":{"rendered":"

Our team looks at a lot of research throughout the week. Here are a handful that we think are contributing to investor activity, from AI panic to Fed plans to bull and diverging markets. Enjoy!<\/p>\n

 <\/p>\n

Brad:<\/strong> If you were wondering which large companies are most tied to Artificial Intelligence (AI), the DeepSeek session made it clear<\/em><\/p>\n

 <\/p>\n

\"\"Source: Bespoke as of 01.27.2024<\/p>\n

 <\/p>\n

 <\/p>\n

Mark:<\/strong> after thinking it through, most traders see a modest ongoing impact from DeepSeek<\/em><\/p>\n

 <\/p>\n

\"\"<\/p>\n

 <\/p>\n

 <\/p>\n

Brian:<\/strong> It\u2019s been quite a shift in Fed policy since peak accommodation<\/em><\/p>\n

 <\/p>\n

\"\"Data as of December 2024<\/p>\n

 <\/p>\n

 <\/p>\n

Brett:<\/strong> and institutions can\u2019t resist the return to a positive real return environment <\/em><\/p>\n

 <\/p>\n

\"\"<\/p>\n

 <\/p>\n

 <\/p>\n

John Luke:<\/strong> but there is much debate about when the Fed ends its quantitative tightening <\/em><\/p>\n

 <\/p>\n

\"\"Data as of 01.17.2025<\/p>\n

 <\/p>\n

 <\/p>\n

Joseph:<\/strong> The Atlanta Fed\u2019s economic tracker took an odd turn down this week, on soft inventory and trade data<\/em><\/p>\n

 <\/p>\n

\"\"Data as of 01.30.2025<\/p>\n

 <\/p>\n

 <\/p>\n

Beckham:<\/strong> but summarizing survey data from individual regions shows underlying strength <\/em><\/p>\n

\u00a0<\/em><\/p>\n

\"\"Source: Apollo as of 01.31.2025<\/p>\n

 <\/p>\n

 <\/p>\n

Brett:<\/strong> and the overall economic backdrop is historically healthy<\/em><\/p>\n

 <\/p>\n

\"\"<\/p>\n

 <\/p>\n

 <\/p>\n

Brad:<\/strong> The past two years have both seen ultra-low numbers of stocks keeping up with the index<\/em><\/p>\n

 <\/p>\n

\"\"Data as of 12.31.2024<\/p>\n

 <\/p>\n

 <\/p>\n

Dave:<\/strong> much of which has been justified by higher Mag 7 profit margins driven by positive operating leverage<\/em><\/p>\n

 <\/p>\n

\"\"Data as of 01.24.2025<\/p>\n

 <\/p>\n

 <\/p>\n

Brian:<\/strong> We\u2019re two years into this cyclical bull market, here\u2019s how it stacks up to the others of the past 70 years<\/em><\/p>\n

 <\/p>\n

\"\"<\/p>\n

 <\/p>\n

 <\/p>\n

Dave:<\/strong> and there has been a general tendency for good Januarys to result in good years<\/em><\/p>\n

 <\/p>\n

\"\"<\/p>\n

 <\/p>\n

 <\/p>\n

Beckham:<\/em><\/strong> It was a strong month for stocks in Europe<\/em><\/p>\n

 <\/p>\n

\"\"<\/p>\n

 <\/p>\n

 <\/p>\n

Arch:<\/strong> and while value-seekers have looked at “cheap” overseas markets for years, foreign stock indices are mismatched with US stocks when trying to compare valuations<\/em><\/p>\n

 <\/p>\n

\"\"<\/p>\n

 <\/p>\n

 <\/p>\n

Joseph:<\/em><\/strong> Trade is a big topic right now, and the only thing we know for sure is that existing patterns will change<\/em><\/p>\n

 <\/p>\n

\"\"Data as of March 2024<\/p>\n

 <\/p>\n

These charts paint an evolving picture of where we\u2019ve been and where we might go. As always, we\u2019ll continue monitoring and interpreting the evidence to help navigate what\u2019s ahead.<\/p>\n

 <\/p>\n

\u00a0<\/strong><\/p>\n

Disclosures<\/strong><\/h5>\n

 <\/p>\n

Past performance is not indicative of future results. This material is not financial advice or an offer to sell any product. The information contained herein should not be considered a recommendation to purchase or sell any particular security. Forward-looking statements cannot be guaranteed.<\/em><\/p>\n

Projections or other forward-looking statements regarding future financial performance of markets are only predictions and actual events or results may differ materially.<\/em><\/p>\n

This commentary offers generalized research, not personalized investment advice. It is for informational purposes only and does not constitute a complete description of our investment services or performance. Nothing in this commentary should be interpreted to state or imply that past results are an indication of future investment returns. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with an investment & tax professional before implementing any investment strategy. Investing involves risk. Principal loss is possible.<\/em><\/p>\n

Advisory services are offered through Aptus Capital Advisors, LLC, a Registered Investment Adviser registered with the Securities and Exchange Commission. Registration does not imply a certain level or skill or training. More information about the advisor, its investment strategies and objectives, is included in the firm\u2019s Form ADV Part 2, which can be obtained, at no charge, by calling (251) 517-7198. Aptus Capital Advisors, LLC is headquartered in Fairhope, Alabama. ACA-2501-45. <\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

Our team looks at a lot of research throughout the week. Here are a handful that we think are contributing to investor activity, from AI panic to Fed plans to bull and diverging markets. Enjoy!   Brad: If you were wondering which large companies are most tied to Artificial Intelligence (AI), the DeepSeek session made […]<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","content-type":"","inline_featured_image":false,"footnotes":""},"categories":[20,194],"tags":[477,57,179,56],"class_list":["post-237663","post","type-post","status-publish","format-standard","hentry","category-blog","category-charts","tag-ai","tag-fed","tag-markets","tag-tariffs"],"yoast_head":"\nThe Market in Pictures, January 31 - Aptus Capital Advisors<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/aptuscapitaladvisors.com\/the-market-in-pictures-january-31\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The Market in Pictures, January 31 - Aptus Capital Advisors\" \/>\n<meta property=\"og:description\" content=\"Our team looks at a lot of research throughout the week. 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