1 #TorstenSlok, chief economist, Apollo Global Management:
“Data from the Census Bureau and Ramp shows that #AI adoption rates are starting to flatten out across all firm sizes” 🧵
“Data from the Census Bureau and Ramp shows that #AI adoption rates are starting to flatten out across all firm sizes” 🧵
November 28, 2025 at 1:11 PM
1 #TorstenSlok, chief economist, Apollo Global Management:
“Data from the Census Bureau and Ramp shows that #AI adoption rates are starting to flatten out across all firm sizes” 🧵
“Data from the Census Bureau and Ramp shows that #AI adoption rates are starting to flatten out across all firm sizes” 🧵
#TorstenSlok, chief economist Apollo Global Management: “The bottom line is that #investors in the #S&P500 remain overexposed to #AI.”
#markets #stocks #MarketSky #EconSky
#markets #stocks #MarketSky #EconSky
January 13, 2026 at 2:15 PM
#TorstenSlok, chief economist Apollo Global Management: “The bottom line is that #investors in the #S&P500 remain overexposed to #AI.”
#markets #stocks #MarketSky #EconSky
#markets #stocks #MarketSky #EconSky
3 #TorstenSlok, chief economist at Apollo Global #Markets: … and there are not yet signs that #AI is boosting #revenues or #profitmargins outside the #Mag7.
June 8, 2026 at 12:07 PM
3 #TorstenSlok, chief economist at Apollo Global #Markets: … and there are not yet signs that #AI is boosting #revenues or #profitmargins outside the #Mag7.
1 #TorstenSlok, chief economist at Apollo Global Management: “With the three largest passive #S&P500 #funds now holding more than $2.6 trillion combined, and Vanguard's #VOO alone crossing $1 trillion this month … 🧵
June 14, 2026 at 1:04 PM
1 #TorstenSlok, chief economist at Apollo Global Management: “With the three largest passive #S&P500 #funds now holding more than $2.6 trillion combined, and Vanguard's #VOO alone crossing $1 trillion this month … 🧵
1 #TorstenSlok, chief economist, Apollo Global Management:
The 60/40 portfolio is broken because #equity returns are driven by #AI concentration rather than the #businesscycle, while #bond returns are now driven by #fiscal constraints rather than #cycle #dynamics.
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The 60/40 portfolio is broken because #equity returns are driven by #AI concentration rather than the #businesscycle, while #bond returns are now driven by #fiscal constraints rather than #cycle #dynamics.
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August 3, 2026 at 12:19 PM
1 #TorstenSlok, chief economist, Apollo Global Management:
The 60/40 portfolio is broken because #equity returns are driven by #AI concentration rather than the #businesscycle, while #bond returns are now driven by #fiscal constraints rather than #cycle #dynamics.
🧵
The 60/40 portfolio is broken because #equity returns are driven by #AI concentration rather than the #businesscycle, while #bond returns are now driven by #fiscal constraints rather than #cycle #dynamics.
🧵
3 #TorstenSlok, chief economist, Apollo Global Management: The bottom line is that the 60/40 portfolio has lost its #diversification benefit, with fundamental implications for #assetallocation.
August 3, 2026 at 12:23 PM
3 #TorstenSlok, chief economist, Apollo Global Management: The bottom line is that the 60/40 portfolio has lost its #diversification benefit, with fundamental implications for #assetallocation.
#TorstenSlok, chief economist at Apollo Global Management: The #UK, #Australia, #Germany and #France are more vulnerable to higher #jetfuel #prices
April 26, 2026 at 11:39 AM
#TorstenSlok, chief economist at Apollo Global Management: The #UK, #Australia, #Germany and #France are more vulnerable to higher #jetfuel #prices
2 #TorstenSlok, chief economist, Apollo Global Management: With the #AI trade slowing down and #governmentdebt projected to reach 175% of GDP, neither the 60 nor the 40 responds to what made it work in the first place. 🧵
August 3, 2026 at 12:22 PM
2 #TorstenSlok, chief economist, Apollo Global Management: With the #AI trade slowing down and #governmentdebt projected to reach 175% of GDP, neither the 60 nor the 40 responds to what made it work in the first place. 🧵
1 #TorstenSlok, chief economist at Apollo Global Management: share of #S&P500 names moving more than 10% in a single day has increased, and high dispersion and low implied correlation suggest #stocks are increasingly trading on their own fundamentals. 🧵
February 25, 2026 at 12:15 PM
1 #TorstenSlok, chief economist at Apollo Global Management: share of #S&P500 names moving more than 10% in a single day has increased, and high dispersion and low implied correlation suggest #stocks are increasingly trading on their own fundamentals. 🧵
2 #TorstenSlok, chief economist at Apollo Global Management: We expect to see convergence between #FX and #yield #differentials as higher-for-longer rates in the #US continue to attract investment from abroad and put upward pressure on the #dollar. #USD
March 28, 2026 at 11:32 AM
2 #TorstenSlok, chief economist at Apollo Global Management: We expect to see convergence between #FX and #yield #differentials as higher-for-longer rates in the #US continue to attract investment from abroad and put upward pressure on the #dollar. #USD
“There are about 5,500 #datacenters in the #US, and in #Germany there are 529 … The bottom line is that the rest of the world is far behind the US when it comes to #AI.” - #TorstenSlok, chief economist, Apollo Global Management.
October 26, 2025 at 12:52 PM
“There are about 5,500 #datacenters in the #US, and in #Germany there are 529 … The bottom line is that the rest of the world is far behind the US when it comes to #AI.” - #TorstenSlok, chief economist, Apollo Global Management.
#TorstenSlok, chief economist at Apollo Global Management: Dallas Fed data show net #unauthorized #immigration flows turning negative, meaning more individuals are leaving the #US than entering
#usecon
#usecon
March 8, 2026 at 12:48 PM
#TorstenSlok, chief economist at Apollo Global Management: Dallas Fed data show net #unauthorized #immigration flows turning negative, meaning more individuals are leaving the #US than entering
#usecon
#usecon
2 #TorstenSlok, chief economist, Apollo Global Management: As these firms scale, they will create #jobs, underscoring that #AI is likely to strengthen, not disrupt, the #US #labormarket.
#usecon
#usecon
March 7, 2026 at 2:53 PM
2 #TorstenSlok, chief economist, Apollo Global Management: As these firms scale, they will create #jobs, underscoring that #AI is likely to strengthen, not disrupt, the #US #labormarket.
#usecon
#usecon
“ #Households now spend almost as much on #restaurants, #takeout and #delivery as on groceries eaten at home.” - #TorstenSlok, chief #economist, Apollo Global Management
October 16, 2025 at 12:17 PM
“ #Households now spend almost as much on #restaurants, #takeout and #delivery as on groceries eaten at home.” - #TorstenSlok, chief #economist, Apollo Global Management
#TorstenSlok, chief economist, Apollo Global Management: demand for #gold among #retailinvestors has exploded over the past year
January 3, 2026 at 12:46 PM
#TorstenSlok, chief economist, Apollo Global Management: demand for #gold among #retailinvestors has exploded over the past year
1 #TorstenSlok, chief economist at Apollo Global Markets: #revenue per employee is rising for the #Mag 7 and falling for #small-cap #companies.
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#AI
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#AI
June 8, 2026 at 12:02 PM
1 #TorstenSlok, chief economist at Apollo Global Markets: #revenue per employee is rising for the #Mag 7 and falling for #small-cap #companies.
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#AI
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#AI
#TorstenSlok, chief economist at Apollo Global Management: The share of #S&P500 #profits captured by the 10 largest #companies has doubled since 1996. The #S&P500 is not a diversified #index anymore, it is dominated by a small number of extraordinarily profitable #techcompanies.
May 9, 2026 at 11:23 AM
#TorstenSlok, chief economist at Apollo Global Management: The share of #S&P500 #profits captured by the 10 largest #companies has doubled since 1996. The #S&P500 is not a diversified #index anymore, it is dominated by a small number of extraordinarily profitable #techcompanies.
#TorstenSlok, chief economist, Apollo Global Management: The average #family in the #US currently pays $6,850 annually for #healthinsurance, and the average annual payment for #employers is $20,143. That is a total annual cost for health insurance per family of $26,993
November 11, 2025 at 12:48 PM
#TorstenSlok, chief economist, Apollo Global Management: The average #family in the #US currently pays $6,850 annually for #healthinsurance, and the average annual payment for #employers is $20,143. That is a total annual cost for health insurance per family of $26,993
1 #TorstenSlok, chief economist at Apollo Global Management: #employment #declines in #AI-exposed #industries since 2022 are being overattributed to #ChatGPT. Since late 2022, those same industries have also been hit by 3 major overlapping shocks: #Fed tightening, trade-war #uncertainty and … “🧵
February 26, 2026 at 12:55 PM
1 #TorstenSlok, chief economist at Apollo Global Management: #employment #declines in #AI-exposed #industries since 2022 are being overattributed to #ChatGPT. Since late 2022, those same industries have also been hit by 3 major overlapping shocks: #Fed tightening, trade-war #uncertainty and … “🧵
1 #TorstenSlok, chief economist, Apollo Global Markets: What began as an #equitymarket phenomenon has become a #capitalmarkets wide transformation. #AI now accounts for nearly half of all #IG issuance, 87% of #VC funding and a growing share of #HY …🧵
May 18, 2026 at 1:12 PM
1 #TorstenSlok, chief economist, Apollo Global Markets: What began as an #equitymarket phenomenon has become a #capitalmarkets wide transformation. #AI now accounts for nearly half of all #IG issuance, 87% of #VC funding and a growing share of #HY …🧵
3 #TorstenSlok, chief economist, Apollo Global Management: A cycle that builds at 0.85 percentage points a year can unwind at a similar pace, and that, rather than the buildout itself, is the #macro risk if #AI demand disappoints.
August 6, 2026 at 12:02 PM
3 #TorstenSlok, chief economist, Apollo Global Management: A cycle that builds at 0.85 percentage points a year can unwind at a similar pace, and that, rather than the buildout itself, is the #macro risk if #AI demand disappoints.
1 #TorstenSlok, chief economist at Apollo Global Markets: #Hyperscaler debt issuance continues to grow, reshaping dynamics across financial markets. #Yield #spreads for #investmentgrade #hyperscaler #debt are trending higher. 🧵
July 11, 2026 at 11:56 AM
1 #TorstenSlok, chief economist at Apollo Global Markets: #Hyperscaler debt issuance continues to grow, reshaping dynamics across financial markets. #Yield #spreads for #investmentgrade #hyperscaler #debt are trending higher. 🧵
1 #TorstenSlok, chief economist, Apollo Global Management: The bottom line is that the #data-center buildout is smaller than #housing buildout in level but larger in the change in share of GDP, and faster than either housing or the #fiber and #telecom buildout of the ‘90s
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August 6, 2026 at 11:59 AM
1 #TorstenSlok, chief economist, Apollo Global Management: The bottom line is that the #data-center buildout is smaller than #housing buildout in level but larger in the change in share of GDP, and faster than either housing or the #fiber and #telecom buildout of the ‘90s
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1 #TorstenSlok, chief economist, Apollo Global Management: The surge in new #US #businessformation is being fueled by #AI and #largelanguagemodels that are dramatically reducing the cost and complexity of launching a #company. 🧵
March 7, 2026 at 1:38 PM
1 #TorstenSlok, chief economist, Apollo Global Management: The surge in new #US #businessformation is being fueled by #AI and #largelanguagemodels that are dramatically reducing the cost and complexity of launching a #company. 🧵
Apollo Global Management Chief Economist #TorstenSlok: “Despite the turbulence surrounding #LiberationDay in April, #foreign #investors ended up buying more #US #assets in 2025 than in 2024.
#markets #Usecon
#markets #Usecon
December 28, 2025 at 1:15 PM
Apollo Global Management Chief Economist #TorstenSlok: “Despite the turbulence surrounding #LiberationDay in April, #foreign #investors ended up buying more #US #assets in 2025 than in 2024.
#markets #Usecon
#markets #Usecon