About this episode

Torsten Slok discusses key macro dynamics shaping markets in the second half of 2026.

As the second half of 2026 begins, Apollo Chief Economist Torsten Slok outlines the key macro dynamics shaping the landscape. He explains why the AI boom has evolved far beyond a technology story, how an industrial renaissance is reshaping manufacturing and investment opportunities, and how government policy is providing additional support for growth. He also discusses the implications for inflation, interest rates, asset allocation, and credit markets while outlining the key indicators he's watching for the months ahead. For more from Torsten and to see a replay of his full outlook webcast, visit ApolloAcademy.com. And you can subscribe to his Daily Spark newsletter at Apollo.com/daily-spark.

People in this episode

Guest: Torsten Slok

Topics covered

• macroeconomics
• AI boom
• industrial renaissance
• government policy
• inflation
• interest rates
• asset allocation

Keywords

• macroeconomics
• AI
• manufacturing
• investment opportunities
• government policy
• inflation
• interest rates
• credit markets

Mentioned in this episode

Organizations: Apollo Global Management, ApolloAcademy.com, Apollo.com

More episodes of The View From Apollo

• Hybrid: Rethinking Risk and Return · July 8, 2026 · 22 min

Explore listener stats, chart rankings, contacts and more on the The View From Apollo podcast page.