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GeopoliticsGlobal power, conflict, and policy intelligenceShowing 8 of 8
Global power, conflict, and policy — the stories reshaping the world order.
GeopoliticsShowing 8 of 8
> Apollo: The share of financial wealth in bank deposits is 51% in Japan, 37% in Germany and 11% in the United States, see chart. **The bottom line is that there is enormous potential for consumers to put more money into yield products.**
> **Torsten Slok** (Apollo) : The Strait of Hormuz is a key chokepoint for global oil trade, making any disruption an immediate risk to energy prices and macro outcomes. Chart book, [available here](https://www.apolloacademy.com/wp-content/uploads/2026/03/Strait-of-Hormuz-Energy-Demand-and-Supply-030326.pdf), examines energy demand and supply, as well as the significance of the Strait of Hormuz.
Apollo: The share of financial wealth in bank deposits is 51% in Japan, 37% in Germany and 11% in the United States, see chart. The bottom line is that there is enormous potential for consumers to put more money into yield products.
Torsten Slok (Apollo) : The Strait of Hormuz is a key chokepoint for global oil trade, making any disruption an immediate risk to energy prices and macro outcomes. Chart book, available here, examines energy demand and supply, as well as the significance of the Strait of Hormuz.
"Most people's expectation of Japan or business mindset of Japan is 30 years of stagnation. And that is so dynamic here today." - Mark Rowan (Discussing the stark contrast between global perception and Japan's current economic reality) [00:03:21](https://youtu.be/ydcgs6qNqs4?t=201s)
**"With the deflationary environment cash has been the king, but with the inflation at the close to 3%, cash is not the…
Japan’s population growth has slowed and moved into sustained decline, as births continue to fall and the demographic gap widens.
After the Global Financial Crisis (GFC), the P/E ratio for US equities was similar to that of the rest of the world, but the surge in tech valuations has now pushed the US P/E ratio 40% higher.
For many years, the rest of the world invested significant amounts in China to build factories and assembly lines.
But that has changed in recent years.
China now invests more abroad than the rest of the world invests in China, see chart.
The share of Chinese exports going to the US has declined to 10%, down from 20% in 2018, see chart.
Data from the Yale Budget Lab shows that the US average effective tariff rate is currently roughly half of the level seen in April 2025, see chart below.
