Mid-Year Outlook: At the Crossroads of Stagflation—What’s Next?

In a new episode of The View from Apollo podcast, Apollo Chief Economist Torsten Sløk and Global Head of Content Strategy J.P. Vicente discuss the growing list of headwinds facing the economy, including tariffs, trade deal uncertainty, and geopolitical conflict. Torsten also explores potential implications for capital markets and much more. 

US tariffs have climbed to their highest level in nearly 90 years, fueling market volatility and creating uncertainty for corporations. As of mid-June, we are standing at the crossroads of stagflation, facing risks of a slowdown, potentially higher prices, and, as a result, higher rates for longer. In this episode of The View from Apollo, Torsten Sløk, our regular host, takes a seat at the other side of the table as a guest, to discuss his 2025 Mid-Year Outlook.

The View from Apollo features conversations with thought leaders across Apollo and portfolio companies of funds managed by Apollo, each bringing their unique perspectives on current macroeconomic trends, the impact to various businesses, and what it can mean for investors.