Torsten Slok

In this conversation, Torsten Slok, Partner and Chief Economist at Apollo Global Management, shares his insights on the U.S. economy and its resilience post-pandemic. Slok discusses the implications of high hotel costs in New York as economic indicators and dives into the unique traits of the U.S. economy amid global challenges. He analyzes how Trump administration policies might affect inflation and business spending, while advocating for diversified investments in today's market. His expert background enriches the discussion on navigating economic uncertainty.

Erika Najarian, an Equity Research Analyst at UBS, shares insights on big bank earnings and the financial sector's health. Torsten Slok, Chief Economist at Apollo, discusses the US economic outlook following President Trump's tariff reversal, revealing how market reactions could shape future trends. They delve into the implications of ongoing market volatility, the potential resilience of bank earnings, and the economic factors influencing consumer behavior and pricing strategies in a turbulent landscape.

Torsten Slok, Chief Economist at Apollo Global Management, predicts mixed economic data post-shutdown and warns about inflation risks. Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, explores how Nvidia's earnings could influence market trends and the tech sector's health amidst consumer struggles. Terry Haines, Founder of Pangaea Policy, discusses the U.S. strategy for leveraging trade negotiations with China and India, particularly regarding Russia sanctions. Stephen Parker from J.P. Morgan offers insight on the AI-driven investment landscape and portfolio strategies for inflationary pressures.

In this discussion, Torsten Slok, Chief Economist at Apollo Global Management, highlights the rift among Fed policymakers on inflation and rate cuts. Henrietta Treyz, co-founder at Veda Partners, analyzes the potential impact of NYC's mayoral race on national voter sentiment and turnout amid affordability concerns. Meanwhile, Henry Allen from Deutsche Bank examines how current market pullbacks might reflect normal behavior despite underlying strengths. Finally, Whitney Tilson, former hedge fund manager, shares insights on the NYC election's stakes, emphasizing public safety and affordability as key voter issues.

Torsten Slok, Chief Economist at Apollo, shares his insights on tariff uncertainties and their implications for the U.S. economy, warning of a potential recession in 2025. Jeffrey Rosenberg from BlackRock discusses the shifting investment landscape and expectations around Fed interest rate decisions. Meanwhile, NYC Mayoral Candidate Zohran Mamdani addresses housing affordability and community safety in his candidacy, emphasizing a balanced political identity to tackle city challenges.

Torsten Slok, Chief Economist at Apollo, shares insights on a potential credit crunch and economic slowdown in the U.S. Bob Diamond, CEO at Atlas Merchant Capital, discusses the buoyancy of U.S. equities amidst market turbulence. Seth Carpenter, Chief Global Economist at Morgan Stanley, reacts to consumer price index data, shedding light on inflation dynamics influenced by tariffs and immigration policies. Together, they navigate complex economic indicators and explore the interplay between growth and inflation in today’s market.

Torsten Slok, Chief Economist at Apollo Global Management, shares his insights on the pivotal factors influencing the markets ahead of Fed Chair Jerome Powell's keynote speech. He discusses the complexities the Fed faces with inflation and employment as economic signals fluctuate. The conversation also touches on Nvidia's stock struggles amidst U.S.-China tensions, highlighting how technological advancements and global dynamics shape market movements. Slok emphasizes the crucial balance needed in interest rate policies to navigate these challenges.

Ariel Cohen, a geopolitical expert from the Atlantic Council, discusses the escalating tensions between the US and Iran following recent missile strikes. He highlights Iran's largely symbolic retaliations and the careful military communication involved. Torsten Slok, Chief Economist at Apollo Global Management, analyzes the consequences for global markets, including plummeting oil prices and rising long-term interest rates driven by geopolitical stress. The conversation dives into the dynamic interplay of military action and economic stability in the region.

Mohamed El-Erian, Chief Economic Advisor at Allianz and market expert, shares insights on the Federal Reserve's mixed signals about interest rates. Torsten Slok, Chief Economist at Apollo Global Management, weighs in on inflation concerns and the Fed's cautious stance. Dan Ives, Head of Technology Research at Wedbush Securities, argues that the tech sell-off presents a buying opportunity, emphasizing the bullish potential of AI. The conversation also touches on Walmart's CEO transition and its implications for the retail landscape.

Lael Brainard, former Fed Vice Chair, addresses the possible ouster of Fed governor Lisa Cook, and the implications for central bank independence. Torsten Slok, Chief Economist at Apollo, analyzes recent economic data and risks facing the US economy. Scott Lincicome of the Cato Institute discusses the ongoing legal battles between Cook and the Trump administration. These discussions reveal crucial insights into the complexities of Fed independence amidst political pressures, with potential consequences for monetary policy and market stability.