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More data please, July edition

Monetary Policy | Still waiting for more data: The ECB will keep rates on hold in July. From its perspective, more data is needed to confirm the assumed (and
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Breaking the Rules

It’s a general rule that you should avoid saying “This time is different.” So far, though, I have broken that rule in this cycle, because so much of what we are seeing
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We Forecast Core PCE at 0.16% After PPI

We now forecast core PCE inflation for June at 0.16% vs. 0.08%M in May. Headline is forecasted at 0.07% vs. -0.01%M the month prior. We expect the Y/Y
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Outlook for public and private markets

Unless otherwise noted, information included herein is presented as of the dates indicated. Apollo GlobalManagement, Inc. (together with its subsidiaries, “Apollo”) makes no representation or warranty, expressed or
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Global Asset Allocation Views

The data reaffirm our base case view of moderating growth and cooling inflation.• This environment supports a risk-on tilt in portfolios, with overweights to equity and credit.
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Global Fixed Income Views

A 70% probability of Sub Trend Growth, and a soft landing, remain our base case. While smaller businesses and lower income households struggle with
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Mizuho China Weekly Outlook

China’s Q2 GDP growth disappointed, rising 4.7% YoY, compared to market expectations of 5.0% and Q1’s 5.3%. This slowdown was primarily driven by final consumption, which contributed 3.0ppt to headline
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China: Uncertain economic environment overshadows the party plenum

China’s GDP growth slowed down to 4.7% in Q2. Growth relies much onfixed asset investment in manufacturing and infrastructure while consumerconfidence remains low and the downturn in the housing market continues.
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Weekly Warm-up: What Does Falling Inflation Mean for Stocks?

What Does Falling Inflation Mean for Stocks? As we have discussed over the last several weeks, the market's focus internally has shifted from
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Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index was flat today. Malaysia and Australia markets outperformed,while Hong Kong and China markets underperformed. Within MXAPJ sectors,
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