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

Six geopolitical drivers navigating trade through 2033

https://tcgsummit.com/wp-content/uploads/2025/04/2_figures_tim_bcg.pdf

Inflation expectations

https://am.jpmorgan.com/content/dam/jpm-am-aem/global/en/insights/eye-on-the-market/trump-tracker-amv.pdf

The US equity market has seen its market capitalisation outpace its economy, reaching a record-high valuation relative to GDP

https://www.gspublishing.com/content/research/en/reports/2025/04/08/0bf285f5-8d4a-478c-843f-4b4ea81256d5.pdf

Macro Pulse APRIL 9, 2025

https://www.newyorklifeinvestments.com/assets/documents/perspectives/gms-macro-pulse-apr-2025-key-takeaways.pdf

 

Sharp reversal in corporate capex spending plans in recent months

https://www.apolloacademy.com/wp-content/uploads/2025/04/Daily_and_weekly_PPT_040625.pdf

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