2026 Outlook: Resilience Meets Momentum
From The View From Apollo by Apollo Global Management
December 17, 2025 · 27 min
About this episode
Chief Economist Torsten Slok discusses the key forces shaping the 2026 macro landscape and the resilience of the US economy.
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.
People in this episode
Guest: Torsten Slok
Topics covered
- macroeconomics
- US economy
- AI-driven investment
- fiscal policy
- energy prices
- economic resilience
- market outlook
Keywords
- 2026 Outlook
- macroeconomic forces
- US economy resilience
- AI investment
- fiscal policy
- energy prices
- economic rebound
Mentioned in this episode
Organizations: Apollo Global Management
Places: US
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