Listen to Chief Economist Torsten Sløk discuss his mid-year outlook for the economy, markets, and rates. In a broad-ranging conversation with Global Head of Content Strategy J.P. Vicente, Torsten argues that the economic outlook has worsened over the past six months, and the question now is whether we will see a soft landing or a hard one. Also, he provides his views on inflation, what’s next for the Fed, China’s outlook, and what it all can mean for investor portfolios.
Tags
Market Insight | View from Apollo
July 07, 2023
More Episodes
Market Insight | View from Apollo
July 07, 2023
This Series
Market Insight | View from Apollo
July 07, 2023
Play NextDecember 18, 2025
November 25, 2025
What’s Driving the Shift in Portfolio Construction: Private Credit, Private Equity, and the New Market Reality
October 29, 2025
October 07, 2025
27:08
In this episode of The View from Apollo, Chief Economist Torsten Slok lays out the key forces shaping the 2026 macro landscape. He explains why the US economy has remained surprisingly resilient despite pronounced headwinds and how AI-driven investment, fiscal policy and easing energy prices are setting the stage for a potential rebound. Access the complete suite of Apollo’s 2026 Outlook content, from Torsten’s macro view to perspectives across asset classes and regions, at apollo.com/outlook.
Apollo’s 2026 Private Equity Outlook explores how value creation is evolving in today’s higher-rate environment. David Sambur and Matt Nord, Partners and Co-Heads of Equity, break down how index crowding, carve-outs and capital scarcity are creating long-term value in overlooked segments.
Apollo’s 2026 Credit Outlook examines how investors can navigate shifting supply, spreads and sector dynamics. John Cortese, Partner, Co-Head of Corporate Credit, explains how AI capex and M&A resurgence are shaping credit's most dynamic opportunity set in years.
