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Worse Than a Recession? Trump's Tariffs Risk 'Self-Inflicted' Stagflation
President Donald Trump's turbulent tariff agenda, combined with mass deportations and increased national debt, has created ...
Apollo: Investors are betting on the Magnificent 7, not the S&P 500
The S&P 500's (SP500) market composition has reached a historic level of imbalance, according to a new investment note from ...
Stablecoins could reshape the yield curve, Apollo warns
The rise of stablecoins is emerging as a powerful force in global finance, with major implications for U.S. government debt ...
There's a growing disconnect between Fed expectations and stocks, says Apollo's Slok
Apollo's chief economist Torsten Slok is highlighting an important market dichotomy. The bond market is continuing to price ...
Wall Street giant issues stark message on S&P 500
TheStreet. The S&P 500 is back notching up all-time highs, capping off what’s been a remarkable rebound. Things look very ...
As US Dollar Sinks, Top Economist Warns 10% Slide Could Spark New Inflation Spike
U.S. is bracing for an acceleration in inflation, with a significant depreciation of the dollar now identified as a key ...
Stablecoins Are on the Rise. Bond Investors Should Pay Attention.
The bottom line is that the more stablecoins are issued, the more Treasury bills are needed. Circle Internet Group, which ...
Trump is sowing confusion in the markets
“This is not consistent,” Sløk adds. “Either the bond market is wrong, and rates must move higher due to accelerating growth.
Trump's big beautiful bill will add to U.S. deficit, but won't do much to boost growth: Economist
Torsten Slok from Apollo Global Management says the key issue with the new U.S. budget is that it's an extension of tax cuts ...
S&P 500 slips even as mag seven extend their dominance
The final trading day of the week showed some exhaustion on Wall Street after Trump made clear he’s determined to move ...
Trump's moving tariff targets could add another layer of uncertainty to the Fed's rate decisions
With Trump's tariff deadlines pushed out, Jerome Powell and the Fed might be comfortable waiting longer before cutting ...
The Stock Market and Bond Market Disagree on the Economic Outlook
The stock market and bond market are forecasting different scenarios for the U.S. economy. The former projects optimism — higher equity prices, earnings growth, broad enthusiasm — but the latter sees ...