Apollo Us Housing Outlook Pdf Deficit Spending Investing In this presentation, we look at the outlook for consumer spending on housing, cars, restaurants, travel, and other consumer goods and services. The daily spark stay ahead of the markets with the daily spark at apollo. get exclusive, daily data driven analysis on the us economy, inflation, and capital markets from apollo chief economist torsten slok.
Us Consumer Outlook Apollo Academy As 2025 begins, the outlook for the us economy remains positive. one key indicator of economic health is the state of the american consumer. With the fed in the process of getting inflation under control and job growth slowing, we should continue to see a steady slowdown in nominal growth rates in consumer spending and, therefore, in nominal gdp. the question for markets is whether we can get a soft landing in both nominal and real gdp. Our latest us consumer outlook is available here. consumer spending continues to be supported by strong job growth, high wage growth, and plenty of savings across the income distribution. We have updated our us consumer outlook chart book, see the attached pdf. this presentation may not be distributed, transmitted or otherwise communicated to others in whole or in part without the express consent of apollo global management, inc. (together with its subsidiaries, “apollo”).
Us Consumer Outlook Apollo Academy Our latest us consumer outlook is available here. consumer spending continues to be supported by strong job growth, high wage growth, and plenty of savings across the income distribution. We have updated our us consumer outlook chart book, see the attached pdf. this presentation may not be distributed, transmitted or otherwise communicated to others in whole or in part without the express consent of apollo global management, inc. (together with its subsidiaries, “apollo”). With cash in checking accounts being less sensitive to interest rates, the bottom line is that it will require many more fed hikes to cool down the economy because consumer spending is driven not only by borrowing but also by the amount of liquid cash households hold in bank accounts. Investors should make an independent investigation of the information contained herein, including consulting their tax, legal, accounting or other advisors about such information. apollo does not act for you and is not responsible for providing you with the protections afforded to its clients. Risks to the outlook for the consumer are higher interest rates, lower stock prices and crypto prices, and high inflation making many purchases such as cars, gas, and homes too expensive. As 2026 begins, investors face a resilient yet pressured us economy, persistent inflation, and powerful fiscal and ai driven tailwinds. apollo chief economist torsten slok breaks down these dynamics and more.
Consumer Outlook Apollo Academy With cash in checking accounts being less sensitive to interest rates, the bottom line is that it will require many more fed hikes to cool down the economy because consumer spending is driven not only by borrowing but also by the amount of liquid cash households hold in bank accounts. Investors should make an independent investigation of the information contained herein, including consulting their tax, legal, accounting or other advisors about such information. apollo does not act for you and is not responsible for providing you with the protections afforded to its clients. Risks to the outlook for the consumer are higher interest rates, lower stock prices and crypto prices, and high inflation making many purchases such as cars, gas, and homes too expensive. As 2026 begins, investors face a resilient yet pressured us economy, persistent inflation, and powerful fiscal and ai driven tailwinds. apollo chief economist torsten slok breaks down these dynamics and more.
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