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Europe Weekly Focus

The UK’s economic recovery continues with consecutive quarters of robust growth now looking likely at the start of the year. While certainly a good
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Global Views: Why Wait?

1. The US core CPI increase of just 0.06% in June confirms that the Q1 pickup wasan outlier, in part because of residual seasonality. Based on CPI and PPI but pending
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Narrow breadth could persist

Narrow market breadth continuing to impact portfoliosGlobally, a few large stocks are driving equity market returns, which makes it difficult for
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DeskTalk - Macro whispers of Trump 2.0 trades

US Treasuries are opening lower after a holiday in Tokyo. 2s10s curve is bull steepening though the move is likelyto be contained ahead of Fed Chair Powell's interview today. That said, our rates strategists think momentum, weak
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Supply chain stresses coming back: Container freight rates at over half of Covid peaks

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

While the S&P500 was powered again this year by Mag-7, the cqual weightedindex -SPW, is up a more modest 6%, having peaked in March., Likewise,SXSE has also peaked in March - top chart. Indeed, the historical spreadbetween the performance ofS&P500
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USA: UMichigan Sentiment and Inflation Expectations Edge Down in Preliminary July Report

BOTTOM LINE: The University of Michigan’s index of consumer sentiment declinedin the July preliminary report, below consensus expectations for a slight increase.
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Summer Stalemates

A Surprise in France: We assessed market impacts after the French legislative electionsdelivered a hung Parliament, with the left coalition unexpectedly coming first, followed by the
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China: weaker consumption looms over GDP recovery

The weak Q2 GDP (4.7% y/y) suggests the official target of 5% for 2024 is not a done deal. As H2 2023 constituted 53% of the annual GDP in 2023,
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Emerging Market Focus

The economic growth slowdown in Q2 turned out to be more significant than expected, with a notable deceleration in retail sales and continued
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