
 The View From Apollo
 The View From Apollo Mid-Year Outlook: What’s next for the US economy, inflation, and the Fed?
 Jul 7, 2023 
 Chapters 
 Transcript 
 Episode notes 
 1  2  3  4  5  6  7  8  9  10  11  12  13  14  15 
 Introduction 
 00:00 • 2min 
 The Fed's Decision to Skip a Rate High at the FOMC Meeting 
 01:48 • 3min 
 The Fed Is Not Hiking When Everyone Else Is Still Hiking 
 04:33 • 2min 
 The Natural Rate of Interest in the Western World Appears to Have Shifted Up 
 06:04 • 2min 
 The Reason Why We Should Expect a Soft Landing 
 08:33 • 2min 
 The Conundrum of Commercial Release Date Debt Finance 
 10:33 • 4min 
 The Impact of the Fed-Tiking Cycle on Commercial Real Estate 
 14:04 • 3min 
 The Fed's Attempt to Tame Inflation 
 16:49 • 5min 
 The New Normal in the Services Sector 
 21:41 • 2min 
 The Resilience of the Housing Market in the United States 
 23:15 • 4min 
 The Rise of the Manufacturing Super Cycle in the US 
 27:13 • 2min 
 The Negative Impacts of the Property Bubble on China's Growth 
 29:13 • 3min 
 How to Allocate Assets in the Current Environment 
 32:16 • 4min 
 First Two Pages of Frankenstein 
 35:51 • 2min 
 The Future of Investing 
 37:56 • 2min 
