Torsten Slok

Partner and Chief Economist, Apollo · Person

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Torsten Slok - Partner and Chief Economist, Apollo. Tracked across 56 mentions in podcasts and expert conversations analyzed by Sonic.

What Torsten Slok has said

The US unemployment rate has been below the Federal Reserve's 4.5% NAIRU estimate for a record-tying 57 consecutive months.

bullish·Ben

According to data from Torsten Slok at Apollo, semiconductor stocks now constitute 19% of the S&P 500, an increase from below 10% in 2025.

neutral·Scott Galloway

Torsten Slok of Apollo predicts that under new Fed Chair Kevin Warsh, the length of the FOMC statement could decrease to levels seen during the Alan Greenspan era.

neutral·Jonathan Ferro

The US unemployment rate has been below the Federal Reserve's 4.5% NAIRU estimate for a record-tying 57 consecutive months.

Expert perspectiveBenJul 22

According to data from Torsten Slok at Apollo, semiconductor stocks now constitute 19% of the S&P 500, an increase from below 10% in 2025.

Expert perspectiveScott GallowayJul 3

Torsten Slok of Apollo predicts that under new Fed Chair Kevin Warsh, the length of the FOMC statement could decrease to levels seen during the Alan Greenspan era.

Expert perspectiveJonathan FerroJun 16

According to Torsten Slok, AI-related activities now account for nearly 50% of all investment-grade debt issuance and 87% of all venture capital funding.

Expert perspectiveMichael and BenJun 16

According to data from Torsten Slok, the number of data centers in the U.S. is set to nearly double, with almost 3,000 new centers under construction adding to the existing 4,000.

Expert perspectiveMichael and BenJun 16

Torsten Slok of Apollo Global Management predicts that the Nonfarm Payrolls report for May could significantly exceed the expected figure of around 90,000 jobs.

Expert perspectiveJonathan FerroJun 1

Torsten Slok of Apollo Global Management asserts there is zero evidence of job losses occurring because of AI.

Expert perspectiveJonathan FerroJun 1

Torsten Slok suggests that new Fed Chair Kevin Warsh may focus on shrinking the Federal Reserve's balance sheet, which would act as an implicit tightening of monetary policy.

Expert perspectiveTorsten SlokJun 16

A potential deal with Iran is seen as helpful for new Fed Chair Kevin Warsh because it is causing energy prices to move lower.

Expert perspectiveTorsten SlokJun 16

Torsten Slok states that high-frequency economic indicators, including TSA travel data, Redbook weekly retail sales, and hotel demand, show no signs of the U.S. economy slowing down.

Expert perspectiveTorsten SlokJun 16

Europe lacks the unique economic tailwinds present in the US, such as a significant AI boom, an industrial renaissance, and major fiscal stimulus.

Expert perspectiveTorsten SlokJun 15

According to the Congressional Budget Office, recent fiscal stimulus will boost US GDP by approximately 1 percentage point.

Expert perspectiveTorsten SlokJun 15

Hyperscalers account for 49% of year-to-date issuance in the US investment-grade credit market, driven by their need to finance data centers.

Expert perspectiveTorsten SlokJun 15

There are currently around 4,000 data centers in the United States.

Expert perspectiveTorsten SlokJun 15

The CHIPS Act of 2022 is driving a political effort to bring semiconductor production capacity back to the United States.

Expert perspectiveTorsten SlokJun 15

Increased debt issuance by hyperscalers, which acts as a substitute for treasuries, is putting upward pressure on the belly of the yield curve.

Expert perspectiveTorsten SlokJun 15

The consensus forecast predicts US inflation will rise from 2.7% to a peak of 3.7% before gradually declining to the Federal Reserve's 2% target by mid-2027.

Expert perspectiveTorsten SlokJun 15

Approximately 3,000 new data centers are either announced or currently under construction in the United States.

Expert perspectiveTorsten SlokJun 15

There is strong political support in the US for reshoring the production of prescription drugs from countries like India and China.

Expert perspectiveTorsten SlokJun 15

Due to tailwinds from data center growth, industrial renaissance, and fiscal stimulus, US economic growth is at risk of accelerating for the remainder of the year.

Expert perspectiveTorsten SlokJun 15

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