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.

As the first quarter of 2026 draws to a close, Apollo Chief Economist Torsten Slok examines the tension between solid fundamentals and mounting uncertainty, and what it could mean for investors.

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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.