Healthy Debate on the FOMC

https://www.apolloacademy.com/wp-content/uploads/2025/03/032625_Chart_v2.pdf

US imports approximately one-tenth of its $30 trillion economy

https://nshe.nevada.edu/html/wp-content/uploads/file/BoardOfRegents/Agendas/2025/03-mar-mtgs/refs/inv/INV-5.pdf

Two major global economies.

https://www.prosus.com/~/media/Files/P/Prosus-CORP/documents/the-need-for-big-tech-champions-in-europe.pdf

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

https://www.apolloacademy.com/wp-content/uploads/2025/03/DailyAndWeeklyIndicatorsForTheUSEconomyMarch_15_2025_v2.pdf

Sharp reversal in corporate capex spending plans in recent weeks

https://www.apolloacademy.com/wp-content/uploads/2025/03/DailyAndWeeklyIndicatorsForTheUSEconomyMarch_15_2025_v2.pdf

The most common age group in the US is 33. In China, it is 54, and Korea, it is 53.

https://www.apolloacademy.com/wp-content/uploads/2025/03/031425_Chart.pdf

Small business uncertainty near record-high levels

https://www.apolloacademy.com/wp-content/uploads/2025/03/031225-Chart_new.pdf

What is the Mar-a-Lago Accord?

https://www.apolloacademy.com/wp-content/uploads/2025/03/030925-Chart_new.pdf

Quantifying the impact of DOGE and tariffs on GDP and inflation

https://www.apolloacademy.com/wp-content/uploads/2025/03/DC_Proposals.pdf

Roughly half of US households do not have any retirement assets

https://www.apolloacademy.com/wp-content/uploads/2025/02/030325-Chart.pdf

Vehicles, rent, medical, and food are still rising in price

https://mrec.org/wp-content/uploads/sites/302/2025/02/Prins-Navigating-Macroeconomic-and-Agricultural-Trends.pdf

Impact on inflation of tariffs and DOGE savings

https://www.apolloacademy.com/wp-content/uploads/2025/02/DailyAndWeeklyIndicatorsForTheUSEconomyMarch_1_2025_v4.pdf

Consensus: Probability of a recession in the US, UK, and Europe starting to move higher

https://www.apolloacademy.com/wp-content/uploads/2025/02/022825_Chart.pdf

Tailwinds to inflation

https://www.apolloacademy.com/wp-content/uploads/2025/02/InflationOutlook-022525.pdf

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

https://www.apolloacademy.com/wp-content/uploads/2025/02/DailyAndWeeklyIndicatorsForTheUSEconomyFebruary_22_2025_V2.pdf

Seven questions for investors

https://www.apolloacademy.com/wp-content/uploads/2025/02/021925_Chart.pdf

Daily jobs postings

https://www.apolloacademy.com/wp-content/uploads/2025/02/DailyAndWeeklyIndicatorsForTheUSEconomy_February_15_2025_v2.pdf

Average age of US passenger cars: 14 years

https://www.apolloacademy.com/wp-content/uploads/2025/02/021625_Chart.pdf

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

https://www.apolloacademy.com/wp-content/uploads/2025/02/DailyAndWeeklyIndicatorsForTheUSEconomyFebruary_8_2025_V3.pdf

Months from final Fed cut to first Fed hike

https://www.apolloacademy.com/wp-content/uploads/2025/02/020725_Chart.pdf

US imports from China, by category

https://www.apolloacademy.com/wp-content/uploads/2025/01/020425_Chart.pdf

The U.S. election impact can be seen in evolving economic forecasts

https://www.jpmorgan.com/content/dam/jpm/cib/complex/content/investment-banking/corporate-finance-advisory/corporate-compass-report.pdf

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

https://www.apolloacademy.com/wp-content/uploads/2024/03/DailyAndWeeklyIndicatorsForTheUSEconomyJanuary_25_2025_V2.pdf

Inflation expectations, by political party

https://www.apolloacademy.com/wp-content/uploads/2025/01/012425-chart.pdf

Outlook for China: Housing deflating, demographics deteriorating, and exports slowing

https://www.apolloacademy.com/wp-content/uploads/2025/01/China_Outlook-012225_v2.pdf

Fed hikes have not slowed down the US consumer

https://www.apolloacademy.com/wp-content/uploads/2025/01/DailyAndWeeklyIndicatorsForTheUSEconomyJanuary_20_2025.pdf

Services inflation in the euro area sticky at 4%

https://www.apolloacademy.com/wp-content/uploads/2025/01/012125-chart.pdf

How Trade Flows Between Nations and Regions Will Change by 2033

https://web-assets.bcg.com/5b/6b/6c260bf044d5b028caf383d32f11/great-powers-geopolitics-and-the-future-of-trade-jan-2025.pdf

Share of undocumented immigrants in the workforce, by industry

https://www.apolloacademy.com/wp-content/uploads/2025/01/011825-chart.pdf

The Tax Foundation estimates that overall tariffs could rise to 17.7%

https://www.apolloacademy.com/wp-content/uploads/2024/03/011725-Chart_v3.pdf

Long rates have disconnected from short rates recently

https://www.apolloacademy.com/wp-content/uploads/2025/01/011625_Chart.pdf

Household debt-to-asset ratio at 50-year low

https://www.apolloacademy.com/wp-content/uploads/2025/01/011325_Chart.pdf

US households are very optimistic about the US economy

https://www.apolloacademy.com/wp-content/uploads/2025/01/011025-Chart.pdf

Inflation components

https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/market-insights/1q25-eamu/1Q25%20Economic%20and%20Market%20Update.pdf

Very unusual behavior in long rates after the Fed started cutting in September 2024

https://www.apolloacademy.com/wp-content/uploads/2025/01/010725_Charts.pdf

Credit card debt as a share of disposable income very low

https://www.apolloacademy.com/wp-content/uploads/2024/03/010525_Charts_V2.pdf

Impact on inflation of Fed cuts and changes in financial conditions since the Fed started cutting interest rates in September 2024

https://www.apolloacademy.com/wp-content/uploads/2025/01/010325_Chart_v2.pdf

Strong divergence between the US outlook and the outlook for Europe

https://www.apolloacademy.com/wp-content/uploads/2024/12/122924_Chart.pdf

Only a few categories premiumize throughout the first three quarters of 2024

https://www.bain.cn/pdfs/202412100504336959.pdf

CFO optimism rising

https://www.apolloacademy.com/wp-content/uploads/2024/12/122724_Chart.pdf

What impact will the new administration have?

https://www.newyorklifeinvestments.com/assets/documents/perspectives/gms-macro-pulse.pdf

.but the Fed is not easing as fast, or as much, as initially expected

https://www.newyorklifeinvestments.com/assets/documents/perspectives/gms-macro-pulse.pdf

When interest rates go up, car sales should go down. But that is not what has happened.

https://www.apolloacademy.com/wp-content/uploads/2024/12/122424-Chart.pdf

Risks to global markets in 2025

https://www.apolloacademy.com/wp-content/uploads/2024/12/12-23-chart.pdf

2.7 million people work in the federal government

https://www.apolloacademy.com/wp-content/uploads/2024/12/122224_Chart_v2.pdf

Geopolitics has become investors' number one risk, followed by interest rates

https://web-assets.bcg.com/21/77/0f1d5153478387fe9931862cfed4/investor-perspectives-series-q4-2024-december-2024.pdf

Economic Outlook 2025-26: Defying gravity?

https://www.allianz.com/content/dam/onemarketing/azcom/Allianz_com/economic-research/publications/specials/en/2024/december/2024_12_19_Global_Economic_Outlook_Q4_2024_presentation.pdf

The Fed continues to revise higher its estimate of where the Fed funds rate will be in the long run

https://www.apolloacademy.com/wp-content/uploads/2024/12/122124-Charts_v2.pdf

Corporates talking more about tariffs on earnings calls

https://www.apolloacademy.com/wp-content/uploads/2024/12/122024-Chart.pdf

The economy is strong, and interest rates will stay higher for longer

https://www.apolloacademy.com/wp-content/uploads/2024/12/121924_Chart.pdf