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

Historically, Innovation has had a Positive Impact on Economic Growth

https://files.hdfcfund.com/s3fs-public/Others/2025-06/NFO%20Presentation%20-%20HDFC%20Innovation%20Fund%20%20%28June%2C%202025%29.pdf

Auto costs are gaining speed

https://institute.bankofamerica.com/content/dam/economic-insights/autos-cost-buying-ahead.pdf

Tariffs: Where We Are Today

https://www.coxautoinc.com/wp-content/uploads/2025/06/Cox-Automotive-2025-Mid-Year-Review-Presentation.pdf

Has Trump Outsmarted Everyone on Tariffs?

https://www.apolloacademy.com/wp-content/uploads/2025/06/062125-Chart1_v3.pdf

Deglobalisation and US exceptionalism

https://fundhub.co.za/wp-content/uploads/sites/2/2025/06/MTM2025-Sygnia-Iain-Anderson-v2.pdf

Impact of $10 higher oil prices according to the Fed's FRBUS model

https://www.apolloacademy.com/wp-content/uploads/2025/06/061425_Chart_New_v2.pdf

Economic Growth and the Composition of GDP

https://www.stifel.com/newsletters/AdGraphics/InSight/Research_Brief/Research_Brief_Ext.pdf

M&A Activity Very Weak

https://www.apolloacademy.com/wp-content/uploads/2025/06/060925-Chart.pdf

Global Top 100 companies - by market capitalization

https://www.pwc.co.uk/audit/assets/pdf/global-100/companies/global-top-100-companies-2025.pdf

Trade policy will have varied impact on chemicals' downstream markets

https://scic.sg/media/attachments/2025/06/04/2.-avinash-goyal_kn2-outlook-of-asian-petrochemical-industry-amid-global-trade-tensions.pdf

64K NFP Coming?

https://www.apolloacademy.com/wp-content/uploads/2025/06/060325-Chart.pdf

Number of Days Working From Home per Week

https://www.apolloacademy.com/wp-content/uploads/2025/05/052725_Chart_v2.pdf

Inflation Going Up

https://www.apolloacademy.com/wp-content/uploads/2025/05/052625_Charts_v3.pdf

Executive Summary: Looking past peak uncertainty

https://advisors.ubs.com/mediahandler/media/705227/The%20CEO%20Macro%20Briefing%20Book%20Q2%202025.pdf

No Rebound in US/China Container Traffic

https://www.apolloacademy.com/wp-content/uploads/2025/05/052525_Chart_v2.pdf

10 downside risks to the US economic outlook

https://www.apolloacademy.com/wp-content/uploads/2025/05/New_052025_image.pdf

Asia-Pacific is a key trading partner for SEA (~45% of trade)

https://www.bain.cn/pdfs/202505121143384086.pdf

Banks' Unrealized Losses Increase Again

https://www.apolloacademy.com/wp-content/uploads/2025/05/051225_Chart.pdf

What's changed since the LTCMAs were published?

https://cdn.mysfers.org/uploads/2025/05/051425-05-Strategic-Asset-Updated.pdf

Traditional Portfolio Scorecard by Decade

https://www.calstrs.com/files/b7a0300ec/INV+2025-05+Item+03a+-+Bridgewater+Associates+Prensentation.pdf

S&P 500 revenue from China is roughly four times the US trade deficit with China

https://www.apolloacademy.com/wp-content/uploads/2025/05/050725_Chart_V3.pdf

SVB Quarterly Economic Report Q2 2025

https://www.svb.com/globalassets/trendsandinsights/reports/quarterly-economic-reports/sam-q2-2025-ecobook.pdf

Apparel example - how duty-paid cost structure may evolve

https://macro-spectrum.com/storage/podcasts/April2025//y5ydpAJnSpgVLe59gtmwUjeIJ2QbUH-metaTmF2aWdhdGluZyBUYXJpZmZzIChBcHJpbCAyMDI1KS5wZGY=-.pdf

Autos Play a Key Role in US Trade

https://www.apolloacademy.com/wp-content/uploads/2025/04/April28-Chart1.pdf

A scenario analysis on the "icing"

https://www.alliancebernstein.com/content/dam/global/insights/insights-cmo-gcmo/2q-2025-alliancebernstein-capital-markets-outlook.pdf

Manufacturing employment as a share of total employment has been declining steadily for 80 years

https://www.apolloacademy.com/wp-content/uploads/2025/04/042425_Chart_V2.pdf

Average Decline in GDP and EPS During Recessions

https://www.apolloacademy.com/wp-content/uploads/2025/04/042125_Chart.pdf

It takes on average 18 months to sign a trade deal and 45 months to implement

https://www.apolloacademy.com/wp-content/uploads/2025/04/042025_ChartNew.pdf