Apex Macro Research

Navigating Business Cycles. Economics. Markets

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[Apex Macro Research @APM_Research]

NY Fed Household Debt and Credit Report: 90+ Day Delinquencies on Credit Cards are above 8% and Student Loans are approaching 7%

Find this chart and hundreds more on our website:

https://t.co/Me7bNmsEvK

[Apex Macro Research @APM_Research]

@MichaelKantro Hey Michael, appreciate your work. Would love access to the report

[Apex Macro Research @APM_Research]

Total Foreign Holdings of Treasuries over rolling 3M and 12M periods

https://t.co/Me7bNmsEvK

[Liz Ann Sonders @LizAnnSonders]

May ISM Services PMI up to 54.5 vs. 53.8 est. & 53.6 prior; new orders up to 57.3 vs. 53.5 prior; employment down to 47.9 vs. 48.0 prior; prices paid up to 71.3 vs. 70.7 prior

[Kevin Gordon @KevRGordon]

S&P 500's forward 12m profit margin keeps spiking to new highs

[Apex Macro Research @APM_Research]

NY Fed Household Debt and Credit Report: 90+ Day Delinquencies on Credit Cards are above 8% and Student Loans are approaching 7%

Find this chart and hundreds more on our website:

https://t.co/Me7bNmsEvK

[Apex Macro Research @APM_Research]

Semiconductors are 3.5 standard deviations above their average 60 day return on a 3-year lookback

https://t.co/Me7bNmsEvK

[Apex Macro Research @APM_Research]

70% of inflation components rose on a MoM basis in April

[Apex Macro Research @APM_Research]

The Clevland Fed's Inflation Nowcast Model has Headline CPI Reaching Over 4% in may

[Liz Ann Sonders @LizAnnSonders]

Number of manufacturing industries reporting growth in May climbed to 16 … most since April 2022

[Apex Macro Research @APM_Research]

The Cleveland Fed Nowcast model has inflation cooling on a month over month basis through May and June

https://t.co/Me7bNmsEvK

[Apex Macro Research @APM_Research]

Russell 2000 Institutional/Hedge Fund Positioning remains net short

https://t.co/Me7bNmsEvK

[Apex Macro Research @APM_Research]

Percentage of Stocks Above their 50 day moving averages for Major Indexes/Sectors/Industries

https://t.co/Me7bNmsEvK

[Apex Macro Research @APM_Research]

Revenue from Tariffs has reached ~200 billion this year but month over month revenue has turned lower

https://t.co/Me7bNmsEvK

[Apex Macro Research @APM_Research]

A New Report is Posted to our Substack Titled:

Feeling the Pain

To Check it Out and Subscribe to Our Research Use the Link Below:

https://t.co/AS31mXbntF

[Apex Macro Research @APM_Research]

Check Out Our Updated Chart Decks at the Below:

https://t.co/JYyI4vnVjA

[Apex Macro Research @APM_Research]

A New Report is Posted to our Substack Titled:

Feeling the Pain

To Check it Out and Subscribe to Our Research Use the Link Below:

https://t.co/AS31mXbntF

[Apex Macro Research @APM_Research]

Check Out Our Updated Chart Decks at the Below:

https://t.co/JYyI4vnVjA

[Apex Macro Research @APM_Research]

Only 28% of members in the SPY are outperforming the ETF over the past 90 Days

[Liz Ann Sonders @LizAnnSonders]

April PCE #inflation (blue) +3.8% year/year vs. +3.8% est. & +3.5% prior … core PCE (orange) +3.3% vs. +3.3% est. & +3.2% prior