Blogs
All Categories
2023 Outlook
Course Introductions
Economic Intelligence
Hide from Wordpress Search
Investment Knowledge
Perspectives
Podcast
Redirecting
The Daily Spark
The View from Apollo
The Weekly Brief
Uncategorized
White Papers
All Authors
Akila Grewal
Apollo Academy
Brittany Beggs
Chris Rosenberry
Chris Rosenberry
Claire Sullivan
Dan Craparo
Duff McDonald
Jeff Keegan
John Zito
JP Vicente
Julie Cooling
Marc Rowan
Matt O'Mara
Michael Boyack
Mike Rank
Natalie Noel
Philip Mintz
Robert Bittencourt
Stephanie Sullivan
Torsten Sløk
Vincent Mao
Zahra Akram
2023-midyear-outlook
2023-midyear-outlook-parent
2024-economic-and-capital-markets-outlook
2024-economic-and-capital-markets-outlook-parent
2024-mid-year-credit-outlook
2024-mid-year-credit-outlook-parent
2024-mid-year-outlook
2024-mid-year-outlook-parent
2025-economic-outlook
2025-economic-outlook-parent
adjusting-portfolio-allocations
adjusting-portfolio-allocations-parent
an-enduring-private-credit-opportunity
an-enduring-private-credit-opportunity-parent
apollo-answers-liquidity
apollo-answers-liquidity-parent
asset-backed
asset-backed-parent
asset-backs
beyond-beta
beyond-beta-parent
building-resiliance
building-resiliance-parent
clean-transition-investing
clean-transition-investing-parent
demystifying-the-opportunity
demystifying-the-opportunity-parent
european-direct
european-direct-parent
expanding-toolkit
expanding-toolkit-parent
filling-the-void
filling-the-void-parent
flexibility-is-key
flexibility-is-key-parent
higher-for-longer
higher-for-longer-parent
infrastructure-investing
infrustructure-investing
infrustructure-investing-parent
mind-the-funding-gap
mind-the-funding-gap-parent
opportunities-in-real-estate
opportunities-in-real-estate-parent
outlook-2023
outlook-2023-parent
paying-for-alpha
paying-for-alpha-parent
pe-new-paradign
pe-new-paradign-parent
portfolio-allocation-views
portfolio-allocation-views-parent
resilient
resilient-alternative
resilient-alternative-parent
US stock prices and home prices have increased much faster than US household debt over the past 15 years, see...
Read More
The narrative in markets is that the outlook for the US is great, and the outlook for Europe, UK, and...
Read More
This week, the employment report came in stronger than expected, weekly same-store retail sales were better than expected, and Prices...
Read More
The RealClearMarkets/TIPP Economic Optimism Index measures Americans’ optimism about the US economy. Specifically, the index is based on a nationwide...
Read More
The recent jump in ISM Prices Paid points to a coming reacceleration in both headline and core inflation, see charts...
Read More
Growth and inflation are rising in Japan and falling in China. As a result, 30-year government bond yields are now...
Read More
The Fed has cut interest rates 100 basis points since September, and over the same period, 10-year interest rates are...
Read More
The price-to-book ratio for the S&P 500 is at record-high levels, see chart below. This is another piece of evidence...
Read More
The US consumer is in incredible shape. Specifically: – The incoming weekly data shows continued strength in consumer spending, and...
Read More
After the Fed started raising interest rates in March 2022, the banking sector started pulling back, and the decline in...
Read More
