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The DeepSeek correction in tech stocks has not changed the overall concentration problem in the S&P 500, see chart below....
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Asset allocation has evolved from the 60/40 portfolio to the barbell portfolio to now focusing on fixed income replacement and...
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The share of companies planning to raise prices remains elevated and has started to trend higher, see the first chart...
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We created a chart book looking at recent trends in US immigration. It is available here, with key charts inserted...
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The incoming data shows that weekly same-store retail sales are strong, daily debit card spending data is strong, daily TSA...
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Household inflation expectations have shifted completely after the election, see the chart below. Source: University of Michigan, Bloomberg, Apollo Chief...
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Following the strong performance of 2024, credit markets are entering 2025 in a solid position. While at first glance, it...
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China’s business cycle used to be highly correlated with the US business cycle because of Chinese exports to the US....
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Services inflation in the euro area is sticky, driven by labor shortages, solid wage growth, and low productivity. This limits...
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The incoming data continues to show a strong US economy with tailwinds from data center spending, AI spending, defense spending,...
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