The Weekly Brief
We expect the Fed to prioritize financial stability over inflation at their meeting this week.
Labor Market Holds Strong
February’s employment report was stronger than expected—but did show some signs of cooling.
Default Rates Normalizing
Rising interest rates are contributing to an uptick in defaults in auto loans and credit cards, but in the broader context these levels remain low. Learn more in the Weekly Brief.
European Private Debt Investing: Dislocation Creates Opportunity Today
Macro-economic headwinds have caused liquidity to dry up in European credit markets, leaving corporate borrowers and private-equity sponsors few options to turn to for financing…
Infrastructure Investing: Embracing Complexity in Times of Structural Change
After a tumultuous 2022, the US economic outlook for 2023 remains cloudy. Renewed uncertainty about inflation and the Fed means markets will continue to be volatile. With that in mind, we believe that infrastructure can offer key attributes—downside protection, low correlation to markets, potential protection against inflation—for investors deploying capital today.
2023 Outlook: What’s Next for US Inflation, Growth, and Capital Markets?
After a tumultuous 2022, the US economic and capital markets outlook for 2023 suggests that inflation may have peaked, employment…
Where Will 10-Year Interest Rates Be In 2023?
Apollo is pleased to release its second edition of Apollo Perspectives written by Chief Economist Torsten Sløk. In this white…
Apollo Launches 2022 Markets Outlook
Apollo is pleased to release the first in a series of ongoing publications titled “Apollo Perspectives” written by Chief Economist…