explicit
NDX
RUT
inferred
Metals
USD
Apollo
9.0
Asset Manager $671.00B
Torsten Slok 9.0
Asset Manager $671.00B
Torsten Slok 9.0
Apollo's Torsten Slok on economic momentum and inflation risk (with Jonathan Ferro, Lisa Abramowicz)
4/3/2026 7:31:50 PM
wti
yields
The risk is that we will continue to see inflation stay higher for longer, and because of that rates are likely to also stay higher for longer.
His thesis of strong economic momentum from AI, industrial policy, and tax cuts, combined with the oil shock adding to inflation, leads to an explicit view that yields will move higher and stay elevated.
| 3/27/2026 8:49:47 PM | medium term up | 21 days later | -2.12% | -2.12% |
| 3/27/2026 7:30:29 PM | medium term up | 21 days later | -2.12% | -2.12% |
| 12/23/2025 11:03:06 PM | long term up | 61 days later | -2.59% | -2.59% |
| 10/28/2025 5:15:14 PM | medium term cautious up | 20 days later | +1.60% | +0.80% |
| 10/13/2025 6:26:53 PM | medium term cautious up | 20 days later | +2.09% | +1.04% |
| 10/9/2025 2:13:08 AM | medium term sharp up | 20 days later | +1.04% | +1.56% |
| 8/29/2025 2:18:36 PM | short term sharp down | 6 days later | -5.40% | +8.10% |
| 8/15/2025 11:30:11 PM | medium term cautious down | 21 days later | -6.80% | +3.40% |
