Market Insight | Overheard at Apollo
April 13, 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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38:03
In a new episode of The View from Apollo podcast, Apollo’s Chief Economist Torsten Slok and Jim Vanek, Partner and Co-Head of Global Performing Credit, discuss the persistent demand for large, flexible direct lending solutions and how that’s reinforced by an increasingly uncertain macroeconomic backdrop.
In today’s policy debates, most of the attention centers on goods, how we tax them, trade them, or protect them. Tariffs, reshoring, and supply chains dominate headlines. But the more consequential global contest may not be over goods at all, but rather over capital.
33:44
Listen to Apollo Chief Economist Torsten Slok and Robert Bittencourt, Partner and Co-Head of Opportunistic Credit at Apollo, discuss the impact of the new trade regime on credit markets. In an environment of heightened uncertainty and ongoing trade negotiations, what should be the focus?
