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

Change in intended future spending

https://web-assets.bcg.com/85/39/cc7d9cff44998a4fce45410e0780/slow-recovery-for-consumer-confidence-aug-2024.pdf

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

https://www.apolloacademy.com/wp-content/uploads/2024/08/DailyAndWeeklyIndicatorsForTheUSEconomy-082424.pdf

The share of goods and services in total consumer spending is near pre-pandemic levels

https://www.apolloacademy.com/wp-content/uploads/2024/08/082124-Chart_v6.pdf

Business applications increased during the pandemic and have stayed elevated

https://www.apolloacademy.com/wp-content/uploads/2024/08/BusinessDynamicsAreChanging-082324-2.pdf

 

China's population growth has turned negative

https://www.apolloacademy.com/wp-content/uploads/2024/08/082024-Chart_V3.pdf

Small business optimism back at March 2022 levels when the Fed started raising rates

https://www.apolloacademy.com/wp-content/uploads/2024/08/081924_Chart.pdf

Twelve million occupational transitions will be required by 2030

https://cdn.ymaws.com/www.a4l.org/resource/resmgr/docs/events/2024_04_summit/presentations_2024_04/2024-05-01_a_keynote-3.pdf

Central banks buying more gold

https://www.apolloacademy.com/wp-content/uploads/2024/08/081524_ChartsV3.pdf

Companies talk less and less about recession on earnings calls

https://www.apolloacademy.com/wp-content/uploads/2024/08/081324_ChartV2.pdf

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

https://www.apolloacademy.com/wp-content/uploads/2024/08/DailyAndWeeklyIndicatorsForTheUSEconomy-081024.pdf

2023: Coal, gold and iron ore drive largest revenues

https://worldmaterialsforum.com/files/Presentations2024/WMF2024-Opening-Bekaert.pdf

The number of immigrant visas issued continues to rise

https://www.apolloacademy.com/wp-content/uploads/2024/08/080824-Chart_v2.pdf

Very low level of job cuts

https://www.apolloacademy.com/wp-content/uploads/2024/08/080724-Chart.pdf

US manufacturing capacity has started to rise

https://www.apolloacademy.com/wp-content/uploads/2024/08/080524-Chart.pdf

Southeast Asia Outlook 2024-2034

https://en.amwalalghad.com/wp-content/uploads/2024/08/SEA-Outlook-2024-34-Full-Report.pdf

60% of today's workers are employed in occupations that didn't exist in 1940

https://www.apolloacademy.com/wp-content/uploads/2024/08/080424-Chart.pdf

Global economy multifaceted

https://www.pwc.de/de/transport-und-logistik/pwc-transport-and-logistics-barometer-h1-2024.pdf

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

https://www.apolloacademy.com/wp-content/uploads/2024/08/DailyAndWeeklyIndicatorsForTheUSEconomy-080324.pdf

US: Comparing growth in government debt with growth in nominal GDP

https://www.apolloacademy.com/wp-content/uploads/2024/08/080224-Chart.pdf

Business confidence: Divergence between small and large businesses

https://www.apolloacademy.com/wp-content/uploads/2024/07/080124-Chart.pdf

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

https://www.apolloacademy.com/wp-content/uploads/2024/07/DailyAndWeeklyIndicatorsForTheUSEconomy-072724.pdf

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

https://web-assets.bcg.com/f7/d0/d39487754f9dbece8d1a1c2a0e0e/investor-perspectives-series-q2-2024-slideshow-july-2024-download.pdf

10-year Treasury yield no longer driven only by Fed expectations: Fiscal outlook starting to play a role

https://www.apolloacademy.com/wp-content/uploads/2024/07/072624-Chart.pdf

The outlook for consumer spending is modestly lower in recent weeks

https://www.apolloacademy.com/wp-content/uploads/2024/07/072524-Chart.pdf

Normally, the Treasury only issues a lot of T-bills during recessions

https://www.apolloacademy.com/wp-content/uploads/2024/07/072424-Chart.pdf

US financial conditions like today have led to recessions

https://felaban.s3-us-west-2.amazonaws.com/memorias/C%C3%B3mo%20gestionar%20los%20riesgos%20en%20un%20entorno%20VUCA%20.pdf

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

https://www.apolloacademy.com/wp-content/uploads/2024/07/DailyAndWeeklyIndicatorsForTheUSEconomy072024.pdf

Consumer price inflation measures

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

CEOs are more and more bullish on the outlook

https://www.apolloacademy.com/wp-content/uploads/2024/07/071824-Chart.pdf