Economic surprise index points to much higher long rates ahead

https://www.apolloacademy.com/wp-content/uploads/2026/02/021126_Chart_V2.pdf

Three interest rate insensitive engines of growth in 2026

https://www.apolloacademy.com/wp-content/uploads/2026/02/020826-Chart.pdf

How AI-related funding will reshape credit markets

https://www.apolloacademy.com/wp-content/uploads/2026/01/013026-Chart_V2.pdf

Why is the yield curve steepening?

https://www.apolloacademy.com/wp-content/uploads/2026/01/TreasuryDemand-012726.pdf

Investment grade credit spreads: Hyperscalers widening, industrials tightening

https://www.apolloacademy.com/wp-content/uploads/2026/01/012126_Chart_v2.pdf

Different bank estimates of IG issuance in 2026: Very wide dispersion

https://www.apolloacademy.com/wp-content/uploads/2026/01/011026-Chart_v2.pdf

Higher foreign demand for US assets in 2025 than in 2024

https://www.apolloacademy.com/wp-content/uploads/2025/12/122825_new_v3.pdf

AI-related IG issuance has jumped from 7% in 2024 to 14% in 2025

https://www.apolloacademy.com/wp-content/uploads/2025/12/122725.pdf

Historical Active Fixed Income Manager Performance

https://nic.nebraska.gov/sites/default/files/doc/7a%20Fixed%20Income%20Review%20-%20Active%20vs%20Passive.pdf

10-year government bond yields for the US, Germany and Japan

https://www.apolloacademy.com/wp-content/uploads/2025/12/122325-Chart_v2.pdf

Hedge fund leverage rising

https://www.apolloacademy.com/wp-content/uploads/2025/12/121325_Chart.pdf

10-year Treasury yield higher than what oil prices would have predicted

https://www.apolloacademy.com/wp-content/uploads/2025/12/New121025-Charts.pdf

Credit metrics are improving

https://www.apolloacademy.com/wp-content/uploads/2025/12/120525-Charts_v3.pdf

Very strong foreign demand for US assets after Liberation Day

https://www.apolloacademy.com/wp-content/uploads/2025/11/112725-Chart_v2.pdf

Total market cap of public US IG and HY markets: $11 trillion

https://www.apolloacademy.com/wp-content/uploads/2025/11/112525_Chart_V2.pdf

90% of bonds outstanding in the world have a yield below 5%

https://www.apolloacademy.com/wp-content/uploads/2025/11/111925_Chart_v2.pdf

The Future of Fintech October 2025

https://www.svb.com/globalassets/trendsandinsights/reports/future-of-fintech-report-2025.pdf

HY index duration has declined significantly

https://www.apolloacademy.com/wp-content/uploads/2025/10/10252025-Charts_v2.pdf

Many fintech companies are offering higher yields on deposits than the banking sector

https://www.apolloacademy.com/wp-content/uploads/2025/10/New101225_Chart.pdf

Long-term interest rates are rising across the G7

https://www.apolloacademy.com/wp-content/uploads/2025/09/091225-Chart.pdf