Blogs

The chart book we used during our conference call yesterday is available here. Source: Apollo Chief Economist Download high-res chart...

The table below shows our estimates of the impact on US GDP and inflation of tariffs and the decline in...

When policy uncertainty went up, capital markets activity started slowing down, with a decline in loan issuance, IPO activity, and...

Surveys of CEOs and CFOs show that corporate confidence has declined in recent months, see charts below. Sources: Chief Executive...

If uncertainty stays elevated for an extended period, it will have a more negative impact on the economy, see chart...

Household sector leverage and banking sector leverage have declined significantly since 2008, see chart below. Over the same period, federal...

The IMF is forecasting that next year, income per capita will be higher in Poland than in Japan, see chart...

Twenty percent of households in their 40s and 50s have borrowed money from their 401(k) retirement account, see chart below....

Tariffs can be used to boost the size of the US manufacturing sector. But tariffs, unfortunately, have two short-term negative...

The recent decline in semiconductor stocks points to a coming slowdown in semiconductor sales, see chart below. Sources: Bloomberg, Apollo...