Lower-income households face higher inflation

https://www.apolloacademy.com/wp-content/uploads/2026/01/011926_Chart_v2.pdf

The number of business applications is at all-time high levels

https://www.apolloacademy.com/wp-content/uploads/2026/01/011126-Chart.pdf

3Q Review: Don't Fight Trump

https://maximaipartners.com/wp-content/uploads/2025/12/MAXIMAI-Market-Outlook-4Q25.pdf

Economic data trajectory for the four scenarios by 2030

https://reports.weforum.org/docs/WEF_Four_Futures_for_the_New_Economy_Geoeconomics_and_Technology_in_2030_2025.pdf

Wages have grown faster than inflation

https://www.apolloacademy.com/wp-content/uploads/2025/12/123025-Chart_V2.pdf

Higher foreign demand for US assets in 2025 than in 2024

https://www.apolloacademy.com/wp-content/uploads/2025/12/122825_new_v3.pdf

Fiscal-health scorecard

https://www.rbcgam.com/documents/en/articles/global-investment-outlook-new-year-2026.pdf

Developed and developing economies exhibit polarized outlooks

https://web-assets.bcg.com/e5/1e/28fac0c94b6596b5c012ef54288a/under-pressure-consumers-shift-their-spending-dec-2025-edit.pdf

FOMC members see upside risks to their inflation forecasts

https://www.apolloacademy.com/wp-content/uploads/2025/12/Dec17-Charts.pdf

What's the breakdown by wallet share?

https://institute.bankofamerica.com/content/dam/economic-insights/inside-consumers-wallets.pdf

Global Growth Drops Below Pre-Pandemic Trend

https://www.semi.org/sites/semi.org/files/2025-09/5%20Clark%20Tseng_Building%20the%20Future-AI%20Investment%2C%20Equipment%20%26%20Materials%20Market%20Outlook.pdf

True-Luxury Global Consumer Insights

https://web-assets.bcg.com/51/92/68b6af8346629c05e586a734d857/bcg-altagamma-true-luxury-global-consumer-insights-report-2025-vpress-final.pdf

If the Fed cuts rates, the upside risks to inflation will intensify

https://www.apolloacademy.com/wp-content/uploads/2025/12/120525-Charts_v3.pdf

The CBO estimates that the One Big Beautiful Bill will boost GDP growth by 0.9% in 2026

https://www.apolloacademy.com/wp-content/uploads/2025/12/12022025-Chart.pdf

Roughly 2/3 of inflation is demand driven and 1/3 is driven by supply

https://www.apolloacademy.com/wp-content/uploads/2025/11/112425-Chart_v2.pdf

US GDP per capital from 1870 to 2050, including extreme scenarios

https://www.dbresearch.com/PROD/RI-PROD/PDFVIEWER.calias?pdfViewerPdfUrl=PROD0000000000610225

The Economy Is Likely to Reaccelerate in 2026

https://www.apolloacademy.com/wp-content/uploads/2025/11/112025_Chart_v2.pdf

More than 50% of items in the CPI basket show at least a 3% price increase

https://www.apolloacademy.com/wp-content/uploads/2025/11/111225_Chart.pdf

Health care premiums continue to rise both for employers and households

https://www.apolloacademy.com/wp-content/uploads/2025/11/111125_Chart_V2.pdf

Is AI disrupting the workforce, or improving it?

https://www.dbresearch.com/PROD/RI-PROD/PDFVIEWER.calias?pdfViewerPdfUrl=PROD0000000000608683

Revelio labs monthly job growth

https://www.apolloacademy.com/wp-content/uploads/2025/11/LaborMarket-110425.pdf

The consensus has been wrong since January

https://www.apolloacademy.com/wp-content/uploads/2025/09/100125-Chart_v2.pdf

The Economy Is Strong and Inflation Is High

https://www.apolloacademy.com/wp-content/uploads/2025/09/Daily_and_weekly_data_US_093025_V3.pdf

Global Growth Drops Below Pre-Pandemic Trend

https://www.semi.org/sites/semi.org/files/2025-09/5%20Clark%20Tseng_Building%20the%20Future-AI%20Investment%2C%20Equipment%20%26%20Materials%20Market%20Outlook.pdf

Will we see a repeat of 2021 and the 1970s?

https://www.apolloacademy.com/wp-content/uploads/2025/09/09222025-charts_v2.pdf

Tariff revenue: The US government is collecting $350bn annualized at the moment

https://www.apolloacademy.com/wp-content/uploads/2025/09/09212025-charts_v2.pdf

Share of goods imports

https://www.apolloacademy.com/wp-content/uploads/2025/09/091925-Chart_v2.pdf

Conclusion: AI Reallocates Jobs and Surplus

https://www.kansascityfed.org/documents/11202/veldkamp_projector.pdf

There are now more unemployed people than job openings

https://www.apolloacademy.com/wp-content/uploads/2025/09/091325-Chart_v2.pdf

What are daily and weekly indicators telling us about the US economy?

https://www.apolloacademy.com/wp-content/uploads/2025/09/Daily_and_weekly_data_US-091125.pdf

Why Incremental Fixes Won't Save Legacy Automakers

https://web-assets.bcg.com/pdf-src/prod-live/why-incremental-fixes-wont-save-legacy-automakers.pdf

Top 10 Industry Sectors for Global FDI

https://www.mufgamericas.com/sites/default/files/document/2025-09/The-Top-10.pdf

Economic Report Card: Solid Conditions Remain

https://www.claconnect.com/-/media/files/presentations/cla-outlook-markets-september-2025-final-942025.pdf

Job growth negative in tariff-impacted sectors

https://www.apolloacademy.com/wp-content/uploads/2025/09/New090625-Chart.pdf

Will we see a repeat of 2021 and the 1970s?

https://www.apolloacademy.com/wp-content/uploads/2025/08/83125-Chart_v2.pdf

Fed has lost its signal!

https://www.wisdomtree.com/-/media/us-media-files/documents/resource-library/presentations/cio_market_outlook.pdf

Vibrant and thriving financial sector core to GDP growth ambitions

https://web-assets.bcg.com/18/16/418b2b20470385cc380a7bddc226/fibac-2025.pdf

Contribution to GDP from consumer spending and data center investments

https://www.apolloacademy.com/wp-content/uploads/2025/08/081825-Chart_v2.pdf

FedEx stock price points to a sharp slowdown in global trade

https://www.apolloacademy.com/wp-content/uploads/2025/08/081525-Chart.pdf

Inflation is slowly on the rise

https://www.svb.com/globalassets/trendsandinsights/reports/quarterly-economic-reports/sam-q3-2025-ecobook.pdf

The Rising Share of Consumer Spending on Housing, Healthcare and Tuition

https://www.apolloacademy.com/wp-content/uploads/2025/07/8425-Chart.pdf

S&P 500 returns are extremely concentrated

https://www.apolloacademy.com/wp-content/uploads/2025/07/072525-Chart_v2.pdf

Explaining the US dollar's depreciation in the first half of 2025

https://www.apolloacademy.com/wp-content/uploads/2025/07/WhyDidTheUSDollarDepreciateIn2025H1-072225.pdf

Risks to the US economic outlook

https://www.apolloacademy.com/wp-content/uploads/2025/07/Outlook2025H2-071325.pdf

Stablecoins could become a significant new source of demand for Treasuries

https://www.apolloacademy.com/wp-content/uploads/2025/07/071125_Chart.pdf

Major Secular Dynamics Have Fueled A Regime Shift From Free-Market Globalization To Mercantilism

https://crain-design-hub.s3.us-east-1.amazonaws.com/pi/CalSTRS+PDFs/TRB+2025-07+Item+11+Pres+01.pdf

Disconnect between Fed expectations and equity markets

https://www.apolloacademy.com/wp-content/uploads/2025/07/New070825-Chart_v2.pdf

Chinese exports moving away from US to Europe and Asia

https://www.apolloacademy.com/wp-content/uploads/2025/07/070725_Chart.pdf

State of Consumer: A Multifaceted View

https://cdn.hl.com/pdf/2025/us-restaurant-industry-update-spring-2025.pdf

WARN data points to a coming rise in unemployment

https://www.apolloacademy.com/wp-content/uploads/2025/07/070325_Chart.pdf