Torsten Slok’s Macro Update: Higher for Longer and the Road to 2027
The episode focuses on the rate environment and inflation, topics that feed directly into portfolio and client conversations. It also examines the AI investment boom and its potential effects on growth, jobs and markets.
Summary
By the markets & outlook deskApollo Chief Economist Torsten Slok joins The Allocation to discuss shifts in the economy and markets as 2026 enters its final stretch, following the Fed’s September rate hike. He shares views on why inflation remains sticky and what a higher-for-longer rate environment could mean for consumers, businesses and investors. The episode also covers the AI investment boom and its impact on growth, jobs and markets, plus themes shaping his 2027 outlook.
- Slok discusses why inflation remains sticky after the Fed’s September rate hike.
- He considers what a higher-for-longer rate environment could mean for consumers, businesses and investors.
- The episode examines the continuing AI investment boom and its impact on economic growth, jobs and financial markets.
- Slok highlights key themes shaping his outlook for 2027.
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