The Current Economic Expansion Is Still Young Relative to Previous Cycles

https://www.morganstanley.com/im/publication/insights/articles/article_thebeatdec2024.pdf

Is core inflation starting to move higher again?

https://www.apolloacademy.com/wp-content/uploads/2024/12/DailyAndWeeklyIndicatorsForTheUSEconomy_120724.pdf

rest of the G7 wants a weak exchange rate to boost exports

https://www.apolloacademy.com/wp-content/uploads/2024/12/120624_Charts_v3.pdf

Total US federal government spending: $6.75 trillion

https://www.apolloacademy.com/wp-content/uploads/2024/11/120324_Charts_v2.pdf

Fed officials are much more worried about rising unemployment than falling unemployment

https://www.apolloacademy.com/wp-content/uploads/2024/11/120124_Charts_v2.pdf

Year-over-year inflation is close to 2%, but the price level today is 22% higher than in January 2020

https://www.apolloacademy.com/wp-content/uploads/2024/11/113024_Chart_v2.pdf

Retail gas prices close to $3 a gallon

https://www.apolloacademy.com/wp-content/uploads/2024/11/11-28-chart.pdf

Home equity lines of credit (HELOC) balances have increased

https://www.apolloacademy.com/wp-content/uploads/2024/11/112524_Chart_v2.pdf

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

https://www.apolloacademy.com/wp-content/uploads/2024/11/DailyAndWeeklyIndicatorsForTheUSEconomyNovember_23_2024.pdf

Interest coverage ratio for leveraged loans

https://www.apolloacademy.com/wp-content/uploads/2024/11/112024-Chart.pdf

Is inflation coming back?

https://www.apolloacademy.com/wp-content/uploads/2024/11/DailyAndWeeklyIndicatorsForTheUSEconomyNovember_16_2024.pdf

Black Friday Consumer Study 2024: Key insights

https://web-assets.bcg.com/e9/6b/0ff886b5442e9fe95e72e974ae91/black-friday-consumer-study-2024-global-results-vf.pdf

Long-term interest rates, fiscal policy, and the term premium

https://www.apolloacademy.com/wp-content/uploads/2024/11/111524-Chartbook_v3.pdf

10 facts about retirement savings

https://www.apolloacademy.com/wp-content/uploads/2024/11/111424_Retirement_v2.pdf

Public credit spreads continue to tighten

https://www.apolloacademy.com/wp-content/uploads/2024/11/111224_Charts.pdf

Market forecasts are almost always wrong about the future path of the Fed funds rate

https://www.apolloacademy.com/wp-content/uploads/2024/11/111024-Chart-1.pdf

The US has the largest primary budget deficit

https://www.apolloacademy.com/wp-content/uploads/2024/11/110724_Chart.pdf

The FOMC has constantly expected the economy to slow down. But it still hasn't happened.

https://www.apolloacademy.com/wp-content/uploads/2024/11/110624_Chart.pdf

The long-term growth outlook has deteriorated both in Europe and the US

https://www.apolloacademy.com/wp-content/uploads/2024/10/102924-Chart.pdf

 

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

https://www.apolloacademy.com/wp-content/uploads/2024/10/DailyAndWeeklyIndicatorsForTheUSEconomy_26th-October.pdf

Global equity returns are basically all about NVIDIA

https://www.apolloacademy.com/wp-content/uploads/2024/10/102424-Chart_v3.pdf

 

Nonfinancial corporate business net interest payments near record low levels

https://www.apolloacademy.com/wp-content/uploads/2024/10/102324-Chart.pdf

US investors' current perspectives on the US economy and stock market

https://web-assets.bcg.com/93/6e/97fb572a42c79333b13af8285df1/investor-perspectives-series-q3-2024-download-october-2024.pdf

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

https://www.apolloacademy.com/wp-content/uploads/2024/10/DailyAndWeeklyIndicatorsForTheUSEconomy-101924.pdf

Discretionary government spending has declined from 70% of the total to 30%

https://www.apolloacademy.com/wp-content/uploads/2024/10/101624-Chart_v2.pdf

How big a share of US government debt is fixed rate and how much is in Bills, Notes, and Coupons?

https://www.apolloacademy.com/wp-content/uploads/2024/10/101424-Chart_v3.pdf

US household balance sheets are in excellent shape

https://www.apolloacademy.com/wp-content/uploads/2024/10/101324-Charts.pdf

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

https://www.apolloacademy.com/wp-content/uploads/2024/10/DailyAndWeeklyIndicatorsForTheUSEconomy-101224.pdf

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

https://www.apolloacademy.com/wp-content/uploads/2024/10/DailyAndWeeklyIndicatorsForTheUSEconomy-100524.pdf

Fed officials are much more worried about rising unemployment than falling unemployment

https://www.apolloacademy.com/wp-content/uploads/2024/09/100424-chart_v2.pdf

Where is the slowdown?

https://www.apolloacademy.com/wp-content/uploads/2024/09/100124-chart.pdf

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

https://www.apolloacademy.com/wp-content/uploads/2024/09/DailyAndWeeklyIndicatorsForTheUSEconomySeptember28_2024.pdf

The price of car insurance is up 50% since 2019

https://www.apolloacademy.com/wp-content/uploads/2024/09/092624-Chart_v2.pdf

Bank lending share of total nonfinancial corporate debt

https://www.apolloacademy.com/wp-content/uploads/2024/09/092224-Chart-1.pdf

Interest rates will remain permanently higher

https://www.apolloacademy.com/wp-content/uploads/2024/09/091824-Chart_v3.pdf

Entitlements

https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/eye-on-the-market/us-federal-debt-monitor-amv.pdf

Average monthly manufacturing wages

https://www.apolloacademy.com/wp-content/uploads/2024/09/091624-Chart_v4-1.pdf

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

https://www.apolloacademy.com/wp-content/uploads/2024/09/DailyAndWeeklyIndicatorsForTheUSEconomy_091424V2.pdf

Foreign net purchases of US credit at record high levels

https://www.apolloacademy.com/wp-content/uploads/2024/09/091324_Chart.pdf

The number of visitors to the Statue of Liberty is back at pre-pandemic levels

https://www.apolloacademy.com/wp-content/uploads/2024/09/091224_Chart.pdf

Response rates declining

https://www.apolloacademy.com/wp-content/uploads/2024/09/090824-Chart.pdf

Difficult to see any slowdown in the labor market in the Establishment survey and the Household survey

https://www.apolloacademy.com/wp-content/uploads/2024/09/DailyAndWeeklyIndicatorsForTheUSEconomy-090724.pdf

Unemployment rate steady in Philippines and India

https://www.apolloacademy.com/wp-content/uploads/2024/09/090423-Chart-v2.pdf

Five facts about the demographic challenges in China

https://www.apolloacademy.com/wp-content/uploads/2024/08/090224-Chinas-Demographic-Challenges.pdf

Average interest expense on US government debt now over $3 billion per day

https://www.apolloacademy.com/wp-content/uploads/2024/08/090324-Chart.pdf

Share of foreign companies listed on European exchanges and US exchanges

https://www.apolloacademy.com/wp-content/uploads/2024/08/090124-Chart-1.pdf

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

https://www.apolloacademy.com/wp-content/uploads/2024/08/DailyAndWeeklyIndicatorsForTheUSEconomy-083124.pdf

Employment by US multinational enterprises

https://www.apolloacademy.com/wp-content/uploads/2024/08/Employment-by-multinational-companies_083024v2.pdf

10 Facts about the US Treasury market

https://www.apolloacademy.com/wp-content/uploads/2024/08/Outlook-for-demand-for-Treasuries-082724.pdf

States with highest annual average lottery spending

https://www.apolloacademy.com/wp-content/uploads/2024/08/082524-Chart.pdf