Blogs

The problems in software will not become a macro problem because the underlying US economy is about to take off....

Most of the time in financial markets is spent on discussing Nvidia, Apple and Coca-Cola, but these firms and the...

US GDP growth is accelerating because of the One Big Beautiful Bill, the AI boom and the ongoing industrial renaissance....

Korean export growth has been driven by strong demand for semiconductors and autos, see chart below. Sources: Bloomberg, Macrobond, Apollo...

Tourism into Australia has been increasing. The number of visitors is now above pre‑pandemic levels for New Zealand, the UK...

Partner and Head of Fixed Income Replacement Brian Weinstein explains the important role of warehouse lending in a modern fixed…

The share of Chinese exports going to the US has declined to 10%, down from 20% in 2018, see chart...

Bank balance sheet data show that yen lending to offshore financial centers and non-bank borrowers remains elevated, suggesting a large...

GDP in Venezuela is roughly 70% lower than in 2012, see chart below. Sources: World Bank, Macrobond, Apollo Chief Economist...

Data from the Yale Budget Lab shows that the US average effective tariff rate is currently roughly half of the...