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.

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.

In this engaging discussion, Torsten Slok, Chief Economist at Apollo Global Management, shares his insights on the potential for interest rate cuts and economic forecasts. Jennifer Lawless, a political expert from UVA, delves into the crucial role of women in upcoming elections and the barriers they face. Jeffrey Rosenberg from BlackRock analyzes bond market trends and signals for economic growth, while Greg Giroux highlights the impact of down-ballot races on political power dynamics. The conversation is a captivating blend of economics and politics!

Global Chief Investment Strategist at BlackRock, Chief Economist at Apollo Global Management, and Chief Investment Strategist at iCapital talk about global markets, Fed's stance on rate cuts, predicting market trends with AI technology, and investment strategies for public and private markets.

Jeff Rosenberg, Senior Portfolio Manager at BlackRock, joins Torsten Slok, Chief Economist at Apollo, and Michael Zezas, Global Head of Fixed Income & Public Policy Research at Morgan Stanley. They discuss the recent underwhelming jobs report and its implications for Federal Reserve policy. The trio evaluates the resilience of the economy amidst mixed signals and explores the potential impact of Trump's and Harris' fiscal policies on future market dynamics. They also dive into the shifting focus of the Fed from inflation to growth data.

Claudia Sahm, Chief Economist at New Century Advisors, leads a discussion with experts including Ira Jersey, a Chief US Interest Rate Strategist, and Anna Wong, Chief US Economist at Bloomberg Economics. They explore the recent market sell-off and its implications for interest rates. The panel analyzes job market declines and their potential effect on recession risks. Torsten Slok from Apollo Global Management adds insights on how these trends could reshape monetary policy decisions and impact investor strategies moving forward.