Blogs
Why is the economy still so strong? There are two reasons, lower interest-rate sensitivity and strong demand tailwinds. Specifically: A)...
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CEO confidence continues to rebound, and there are no signs of Fed hikes weighing on how CEOs view current conditions,...
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The top 5% of healthcare spenders account for 51% of total healthcare spending, see chart below. The bottom 50% account...
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The US growth outlook is decoupling from the European growth outlook driven by more expansive US fiscal policy and easier...
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Our chart book that looks at why gold prices are going up is available here. Source: Bloomberg, Apollo Chief Economist...
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Most of the time in financial markets goes with talking about the S&P 500. But public markets and public companies...
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Rising energy prices combined with the ongoing rebound in the manufacturing sector increase the likelihood that we could see an...
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In financial markets, a lot of conversations are about public companies, but the reality is that in Europe, 96% of...
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Forty-eight percent of Americans have a passport, up from 3% in 1989, see chart below. Source: US Department of State,...
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Recent comments from the US Federal Reserve chairman Jay Powell and stronger-than-expected economic data are bringing...
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