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.

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.

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.

Torsten Slok, Chief Economist at Apollo, shares insights on the global macro outlook amid a potential second Trump administration. He discusses China's economic challenges, including a declining workforce and housing market, and their implications for global trade. Slok also anticipates the Fed meeting, revealing market sentiments and the uncertainties that lie ahead. He touches on the dynamic stock market landscape, highlighting Netflix's impressive growth, and the shifting priorities of millennial investors in a volatile market.

Jay Pelosky, Chief Investment Officer and co-founder of TPW Investment Management, dives into the shifting economic and political dynamics affecting markets. Torsten Slok, Chief Economist at Apollo Management, discusses the challenges for the Federal Reserve amid changing political landscapes. Isaac Boltansky from BTIG analyzes the Democratic Party's identity crisis post-election and what it means for future governance. Together, they explore how recent election outcomes will shape investment strategies and economic forecasts.

Torsten Slok, Chief Economist at Apollo Management, shares insights on the ‘no landing scenario’ in the U.S. economy. Brent Schutte, Chief Investment Officer at Northwestern Mutual, warns that investors might be overly optimistic about future Fed rate cuts. Kurt Reiman, Head of Fixed Income at UBS, explains the link between soaring U.S. treasury yields and strong economic growth, rather than political factors. Together, they dissect the impact of monetary policies, corporate earnings in a rising interest rate climate, and the complexities of navigating economic uncertainty.