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, 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.

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.

Torsten Slok, Chief Economist at Apollo, provides a deep dive into the current state of the US economy, highlighting recent data trends. He discusses the implications of tax cuts and their effects on fiscal policy, alongside potential risks in long-dated U.S. bonds. The conversation touches on growth challenges, inflation pressures, and evolving credit risks, urging caution in investment strategies. Slok's insights contextualize market behaviors, offering listeners a clearer picture of what's ahead in the economic landscape.

Equities outlook for 2024 with Lori Calvasina, RBC Capital Markets Head of US Equity Strategy. Dana Telsey discusses record-high Black Friday sales. Aaron David Miller provides insight on the Israel-Hamas war. Torsten Slok analyzes the Fed's rate policy. Steve Schwarzman shares buying opportunities in European real estate.

Daleep Singh discusses the flight to quality in uncertain markets. Julie Norman talks about the challenges Israel faces in responding to attacks by Hamas. Torsten Slok comments on the Fed's tightening and a slowing economy. Savita Subramanian predicts a rip in markets with a projected 4,600 S&P by year-end.

Torsten Slok, Apollo's chief economist, dives into the current economic landscape, highlighting the effects of DOGE layoffs on the labor market and the implications of tariffs on consumers. He discusses the challenges of navigating stagflation with rising inflation and slowing growth, and expresses concern over the 'wait and see' mentality gripping consumers and businesses. Slok also emphasizes the importance of upcoming Federal Reserve policies as economic indicators shift from soft to hard data, impacting job creation and overall market stability.

Devina Rankin, CFO of Waste Management, shares insights on the company's growth and sustainability focus amid economic fluctuations. Torsten Slok, Chief Economist at Apollo Global Management, explores the resilience of the U.S. economy despite interest rate hikes, and predicts market trends. Lee Schrager, Director of the South Beach Wine & Food Festival, teases the exciting culinary line-up and its charitable impact while discussing evolving dining habits and the festival's role in supporting aspiring chefs.