Torsten Slok on the US Economy: Resilience Under Pressure
From The View From Apollo by Apollo Global Management
March 12, 2026 · 22 min
About this episode
Torsten Slok discusses the resilience of the US economy amidst various pressures and uncertainties.
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.
People in this episode
Host: Apollo Global Management
Guest: Torsten Slok
Topics covered
- US economy
- AI investment
- fiscal stimulus
- industrial renaissance
- geopolitical shocks
- inflation
- investing
Keywords
- US economy
- AI investment
- fiscal stimulus
- industrial renaissance
- geopolitical shocks
- inflation
- investors
Mentioned in this episode
Organizations: Apollo Global Management
Places: US
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