#ApolloGlobal
2 possible interpretations of Torsten Slok's FFR chart:

1) "Rates will be higher for longer."
Or
2) "Nobody has had any clue where rates were going to go over the past 15 years; nobody has any idea where they will be a year from now..."

@apolloglobal
www.apolloacademy.com/the-number-o...
December 21, 2024 at 12:23 PM
#FX
#yen #CarryTrade is unwinding, chart Torsten Sløk #apolloglobal
February 3, 2026 at 8:12 AM
Another oligarch move… **
#RESIST
President Trump’s advisers have discussed shifting billions in funding from #USAID to a government-run agency due to be headed up by the dealmaker son of #ApolloGlobal co-founder Leon Black.
** private equity dude who gave Jeffrey Epstein $158M for "tax advice"
Trump Advisers Look to Shift US Foreign Aid to Wall Street Ally
President Donald Trump’s advisers have discussed shifting billions in funding from USAID to a government-run agency due to be headed up by the dealmaker son of Apollo Global Management co-founder Leon...
www.bloomberg.com
February 12, 2025 at 7:01 PM
Union Pensions Caught in Epstein Scandal?

The American Federation of Teachers (@AFTunion) and @AAUP are demanding a federal investigation into @apolloglobal over newly revealed ties to Jeffrey Epstein and questions over union pension funds.

🧵
February 27, 2026 at 3:17 PM
That is essentially a loanable-funds story, even though Torsten Sløk dresses it up in terms of modern financial markets, chart #apolloglobal
September 13, 2026 at 8:02 AM
#China UST holdings, chart Torsten Sløk @apolloglobal
November 9, 2023 at 6:22 AM
Not an encouraging US inflation outlook from our #SpecialBriefing friend Torsten Slok @apolloglobal, to say the least. www.apolloacademy.com/wp-content/u... @penniur @volckeralliance #publicfinance
February 25, 2025 at 1:43 PM
Investment does not have to wait for prior saving. Credit creation finances investment, and the resulting expenditure generates income from which saving subsequently emerges. This reverses the causality embedded in Slok's #apolloglobal framework. And there is a very #Keynesian irony here:
September 13, 2026 at 8:10 AM
Why do @bloomberg.com TV hosts almost always confront every invited guest with Torsten Sløk ‘s #apolloglobal current statements by asking what they think? Why?
December 16, 2024 at 11:17 AM
September 30, 2025 at 4:42 PM
The Sept data for #bankruptcy filings are out, and more and more companies are going bankrupt b/c of Fed hikes, notes Torsten Sløk @apolloglobal
October 14, 2023 at 7:09 AM
#TorstenSlok, chief economist at #ApolloGlobal Management, joins ‘Squawk on the Street’ to discuss the latest market trends, his expectations for the Fed, youtu.be/Q9ak3gAXpjs
Apollo Global's Torsten Slok on Fed Chair Kevin Warsh's approach to interest rates
YouTube video by CNBC Television
youtu.be
June 15, 2026 at 4:13 PM
The share of financial wealth in bank #deposits is 51% in #Japan, 37% in #Germany and 11% in the US – The bottom line is that there is enormous potential for consumers to put more money into yield products, notes Torsten Sløk #apolloglobal
March 17, 2026 at 7:02 AM
#TorstenSlok, chief economist, ApolloGlobal
Management: With #margin #debt at record highs, any #downturn in #stocks risks turning into a sharper #correction as #leveragedinvestors are forced to sell into falling #markets
March 11, 2026 at 12:48 PM
Will the #FOMC look at this chart and conclude that a higher #unemployment rate is needed to get #inflation down to levels consistent with #Fed ’s 2% inflation target? Torsten Sløk @apolloglobal
December 7, 2023 at 8:05 AM
Since #Fed started raising rates in March 2022, job growth has slowed steadily. This is what the textbook would have predicted. When #Fed raises rates, firms slow down their hiring, chart Torsten Sløk @apolloglobal
November 10, 2023 at 6:28 AM
In fact, S&P7 #valuations are beginning to look similar to the Nifty Fifty and the #tech #bubble in March 2000, see the second chart below, chart Torsten Sløk @apolloglobal
November 28, 2023 at 10:10 AM
Oops!
The reality is that US economy is simply not slowing down, and the #Fed pivot has provided a strong tailwind to growth since Dec. As a result, #Fed will not cut rates this year, and rates are going to stay higher for longer, notes Torsten Sløk @apolloglobal
March 1, 2024 at 12:32 PM
The divergence b/w S&P7 and S&P493 continues, see the first chart below. Investors buying the S&P500 today are buying 7 companies that are already up 80% this year and have an average P/E ratio above 50, chart Torsten Sløk @apolloglobal
November 28, 2023 at 10:10 AM
#FOMC and #Fed estimates of r-star are saying that #Fed Funds rate will move down to 2.5%. But the market disagrees and says that rates will stay around 4% for the next 5y, notes Torsten Sløk @apolloglobal
November 29, 2023 at 6:12 AM