Blogs

Currencies normally move around with interest rate differentials. For example, when the Fed keeps interest rates higher for longer because...

After the China trade deal, the probability of a US recession in 2025 is now at 30%, and the tail...

FDIC data shows that the banking sector is currently holding almost $500 billion in unrealized losses on investment securities. In...

The inventory-to-sales ratio for retailers was 1.5 before the pandemic, and now it is 1.3, see chart below. In other...

The US is no longer importing cheap goods from China. As a result, the rest of the world will likely...

Listen to Torsten Sløk, Apollo’s Chief Economist, and Jim Vanek, Partner and Co-Head Global Performing Credit, discuss why demand for...

I will be giving a presentation on “The Growing Role of Private Credit” today at the Hoover Institution during a...

The IMF just released their latest World Economic Outlook, and comparing their pre-tariff forecast from January with their forecast today...

The trade war is all about goods. However, the US is also connected with China via sales of American products...

After Liberation Day on April 2, earnings expectations for the S&P 500 have been revised down significantly, and interest rate...