UNBELIEVABLE: Torsten slok - The Untold Story

MAGAnomics is starting to look uncomfortably like Bidenomics

Trump once called Biden-era inflation a “country-buster” and a “colossal tax on American families.” Now the shoe is on the other foot.

Fortune · Oct 5

Kevin Warsh’s Fed has a rent problem: Higher rates could fuel a ‘doom loop,’ top economist warns

“Reacceleration in rents is a problem for the Fed because it puts upward pressure on inflation driven by higher rates.”

Fortune · Oct 5

Europe’s most troubled companies: Who’s hit hardest by high interest rates?

From Legoland's owner to Lipton tea and Aston Martin, Europe's lowest-rated borrowers face a looming refinancing wall as interest rates rise again.

Euronews · Sep 29

The $40 trillion national debt and the bond market's revolt: top Wall Street strategists explain how we got into this mess

David Kelly and Torsten Slok reached the same conclusion from opposite directions: with DC unwilling to touch the deficit, the bond market is the bad cop.

Fortune · Aug 26

Tariff refunds are juicing corporate profits and GDP, as more tailwinds converge to propel growth to a blistering 4.3% pace, top economist says

"The bottom line is that the US economy continues to be supported by a growing set of tailwinds."

Fortune · Aug 15

Lost jobs, inequality, rogue agents: why are we accepting oligarchs’ AI agenda?

The dangers of AI become clearer every day. Why are we still acting as if we have no choice about our future?

The Guardian - US · Aug 13

Top economist warns that the AI math doesn’t make sense: 'Profits are currently being funded by investors rather than earned from customers'

The AI boom has turned the standard profit margin model on its head, according to Apollo chief economist Torsten Slok—and it’s making the industry’s growth unsustainable.

Fortune · Aug 10

After blowing through its entire 2026 AI budget in months, Uber CTO says, ‘We’re coming to the end of the so-called tokenmaxxing era’

“You might expect costs to rise as adoption accelerates,” Praveen Neppalli Naga said. “We’ve seen the opposite.”

Fortune · Aug 7

Apollo's Torsten Slok Says AI Capex Boom Is Growing Nearly Twice as Fast as the Mid-2000s Housing Bubble

The expansion of artificial intelligence (AI) infrastructure is accelerating at an unprecedented rate. According to a recent analysis, data-center investment growth is “building at close to twice the pace” of the mid-2000s housing boom. This breakneck speed presents a severe macroeconomic threat if AI demand falters and triggers a sudden…

Benzinga · Aug 7

Ray Dalio on the AI bubble nearing 1929, 2000 levels and the lesson people always forget: 'wealth is not the same as money'

“You see a lot of people getting wealthy but you can’t spend the wealth,” the Bridgewater Associates founder told The Diary of a CEO.

Fortune · Aug 4