9 Sep 2024
Apollo: "This is a soft landing"
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2 Sep 2024
Recessions are Bad for Stocks...
-but only during the first part -stocks do well in the later stages Basically you need to lighten exposure into recession, then load up in the depths. Source: Schroders thru Callum Thomas
20 Aug 2024
For the fourth consecutive month, the US LEI (leading indicators) has not signaled a recession ahead
Source: Mike Z.
15 Aug 2024
Torsten from Apollo: the reality is that firms on earnings calls talk less and less about recession
Source: Mike Z.
14 Aug 2024
Recession is the talk of the town again
In just 1 week, recession searches have hit record levels. Source: Game of Trades
12 Aug 2024
The view from Apollo: Still no signs of a recession in the US
Source: Apollo
