On the heels of the Fed’s September rate hike, he shares his views on why inflation remains so sticky and what a “higher-for-longer” rate environment could mean for consumers, businesses and investors.
Torsten also examines the continuing AI investment boom and its impact on economic growth, jobs and financial markets. Looking ahead, he highlights the key themes helping to shape his outlook for 2027.
“And we came into this year—the market, the Fed, everyone—expecting that the Fed would be cutting this year. In fact, the dot plot, meaning the Fed’s expectation on their own, was expecting that the Fed will be cutting three times. Now we are sitting here today in September 2026, and now the market is pricing that the Fed will be hiking three times more in addition to what we just got from the Federal Reserve. So it’s a pretty dramatic change…”
Torsten Slok, Partner and Chief Economist at Apollo
September 17, 2026
September 11, 2026
August 21, 2026
July 15, 2026
