Blogs

It normally takes 18 months on average for the US to negotiate a trade deal, see chart below. Why does...

The US economy has been the envy of the world for decades—the biggest economy in the world with strong economic...

The share of Chinese exports going to the US has declined from 20% to 14% since 2017, see chart below....

The term premium in US Treasuries is rising, see first chart below. The market does not know if this is...

If the US enters a recession, long-term interest rates are likely to go down, and it would be cheaper for...

My colleague Shobhit Gupta has calculated bid-ask spreads for investment grade (IG) bonds based on trader quotes, see chart below....

The 60/40 portfolio has basically gone nowhere since the beginning of 2022, with only a 2% annual return for the...

The April survey of consumer sentiment from the University of Michigan shows the following: Consumer sentiment is declining rapidly both...

Daily data of the number of arrivals at the top 10 airports in the US has shown a rapid decline...

Listen to Apollo Chief Economist Torsten Sløk and Robert Bittencourt, Partner and Co-Head of Opportunistic Credit at Apollo, discuss the...