Market Insight | Overheard at Apollo
April 12, 2023
Overheard @ Apollo: On the March CPI Report
On the latest episode of Overheard @ Apollo, our series of unfiltered insights from experts across the platform, we hear from Chief Economist Torsten Slok, who breaks down the March CPI report and discusses the implications for the broader economy.
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20:19
AI investment, fiscal stimulus and an ongoing industrial renaissance continue to power the US economy. Yet geopolitical shocks, tariff shifts and inflation above target are creating persistent crosscurrents that complicate the outlook.
Japan is entering a new phase of growth shaped by structural change in capital markets, corporate investment and long-term savings needs. In this regional Q&A, Yasuo Kashiwagi shares his perspective on Japan’s reawakening, the evolving role of private capital and how Apollo is supporting corporates, institutions and investors through asset management, flexible capital as well as retirement and wealth solutions.
43:05
Brian Weinstein and John Cortese ask if the convergence of public and private represents the biggest shift in credit market history and discuss what these changes can mean for portfolios and investors.
