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Daily and weekly indicators for the US economy

Torsten Slok joined Apollo in August 2020 as Chief Economist and he leads Apollo's
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What Are Surprising Macro And Micro Takeaways From Earnings Thus Far?

This week in the Pulse, we ask our senior analyst team to reflect on macro themesthat have surprised us during earnings. Additionally, we ask the team to discuss an
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Global Credit Trader The growth scare comes for credit too

An earlier than expected growth scaren A series of weaker than expected data releases, including the July employment
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Global Economics Wrap-Up: August 2, 2024

Former US President Donald Trump’s proposed tariffs are likely to accelerateshifts in the allocation of global trade:o We use product-level variation in tariff rates and trade patterns to estimate
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Global FX Trader Running Late?

USD: Far enough; go short EUR/USD. Our economists think the Julyemployment report likely overstates the rate at which the labor market isloosening,
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Global Rates Trader From “If and When?” to “How Much?

This week’s moves reinforced the trend of G10 rates markets placing greateremphasis on growth over inflation risks. In the US, the combination of an FOMC
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1QFY25 earnings improved this week with beats ahead of misses

Performance: NIFTY closed flat w/w. Energy, Pharmaled (up 1-3%), while Property, IT lagged (down 3-4%).
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Japan Weekly Kickstart Japan stocks fall sharply; 1Q earnings summary

Summary of the weekTOPIX: 2,537.60 (-6.0%) / NK225: 35,909.70 (-4.7%)n Top sectors: Marine Transport, Iron & Steel
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A Question of Pace

With the cutting cycle set to start in September as expected, the pace of further cuts is now the debate. Markets are pricing more
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Quicker labour market cooling could mean more aggressive Fed

A much quieter calendar lies ahead for the coming week, highlighted by ISM services and the Fed’s senior loan officer opinion survey (SLOOS).
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