Blogs
The housing slowdown in China continues, see chart below. Source: NBS China, Haver Analytics, Apollo Chief Economist Download high-res chart(s)
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The Marshall Plan was 5% of US GDP, and the US fiscal response to Covid was 20% of US GDP,...
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Equity analysts continue to increase their earnings expectations for the S&P 500, see chart below. There are simply no signs...
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Month-over-month inflation has been rising on average 0.4% for the past three months and 0.3% for the past six months. ...
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In financial markets, a lot of conversations are about public companies, but the reality is that in the US, 87%...
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It normally takes eight months from the last Fed hike until the central bank starts cutting. But during this cycle,...
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Younger households tend to have lower credit scores, and the consequence is that Fed hikes and associated tighter credit conditions...
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The price of gold has been rising in recent months on the back of geopolitical tensions, central banks including China...
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For two years, the Fed was saying, “Interest rates are going higher.” That message resulted in very little activity in...
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The US now produces more oil than Saudi Arabia and Russia, see chart below. Source: EIA, International Energy Statistics, Apollo...
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