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1000 results for “torsten”

  1. 1 #TorstenSlok, chief economist at Apollo Global Management: Reasons why #gold prices started going up in 2022: 1. #Centralbank buying driven by #de-dollarization because of sanctions when Russia invaded Ukraine 2. Worries about #US #inflation … 🧵

  2. 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

  3. 1 #TorstenSlok, chief economist at Apollo Global Management: Since the #tradewar began, the dollar has traded weaker than #interest-rate differentials would have predicted. 🧵

  4. 4 #TorstenSlok, chief economist at Apollo Global Management: To avoid being overexposed to just one factor, #asset allocation should deliberately increase exposure to sectors, regions and strategies whose fundamentals are less directly tied to #AI.

  5. 3 #TorstenSlok, chief economist at Apollo Global Management: And AI currently makes up 60% of investments in #venturecapital. The bottom line is that there is one factor driving returns in #portfolios, namely #AI. 🧵

  6. 2 #TorstenSlok, chief economist at Apollo Global Management: With #hyperscalers issuing more #debt, #AI is increasingly also driving returns in #bondmarkets 🧵

  7. 1 #TorstenSlok, chief economist at Apollo Global Management: #AI is driving returns in #equitymarkets because of the growing size of #tech in the #S&P500 index, and this is a problem for both #institutional and #individual #investors 🧵

    One Factor Driving All Returns...

  8. 2 Torsten Slok, chief economist, Apollo Global Management: … and #hyperscalers judged that #AI-driven returns would exceed the higher cost of #capital. In effect, one of the traditional channels through which #monetarytightening slows activity, a pullback in #commercialconstruction …🧵

  9. 2 Torsten Slok, chief economist, Apollo Global Management: … and #hyperscalers judged that #AI-driven returns would exceed the higher cost of #capital. In effect, one of the traditional channels through which #monetarytightening slows activity, a pullback in #commercialconstruction …🧵

  10. 2 Torsten Slok, chief economist, Apollo Global Management: … and #hyperscalers judged that #AI-driven returns would exceed the higher cost of #capital. In effect, one of the traditional channels through which #monetarytightening slows activity, a pullback in #commercialconstruction …🧵

  11. 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

  12. @kaschmir @torstentorsten

    Ich hab seit Mitte letzten Jahres kein Streaming mehr und kaufe meine Musik seitdem hauptsächlich bei #qobuz. Funktioniert für mich sehr gut :)

    Ich kaufe mir circa ein Album im Monat und habe dazu eine Mitgliedschaft bei #ByteFM. Ich gebe jetzt also mehr für Musik aus und genieße die aber auch um ein vielfaches bewusster!

  13. 1 Torsten Slok, chief economist for Apollo Global Management: “ #ISM #Services #Prices Paid for July shows that #inflation pressures in the #servicesector are intensifying, pointing to upside risks to #CPI inflation over the coming months” 🧵 #stagflation

  14. 1 Torsten Slok, chief economist for Apollo Global Management: “ #ISM #Services #Prices Paid for July shows that #inflation pressures in the #servicesector are intensifying, pointing to upside risks to #CPI inflation over the coming months” 🧵 #stagflation

  15. 1 Torsten Slok, chief economist for Apollo Global Management: “ #ISM #Services #Prices Paid for July shows that #inflation pressures in the #servicesector are intensifying, pointing to upside risks to #CPI inflation over the coming months” 🧵 #stagflation

  16. 1 Torsten Slok, chief economist for Apollo Global Management: “ #ISM #Services #Prices Paid for July shows that #inflation pressures in the #servicesector are intensifying, pointing to upside risks to #CPI inflation over the coming months” 🧵 #stagflation

  17. @Kwit @torsten_torsten

    Danke Euch für die Debatte! 🙏

    Habe 2023 „Männerfantasien“ von Theweleit und vor allem #Petromaskulinismus von #Dagget aufgenommen. Spreche inzwischen umgreifend vom #Fossilismus als externalisierender & im Ergebnis mörderischer #Kultur und #Weltanschauung. scilogs.spektrum.de/natur-des-

  18. @Kwit @torsten_torsten

    Danke Euch für die Debatte! 🙏

    Habe 2023 „Männerfantasien“ von Theweleit und vor allem #Petromaskulinismus von #Dagget aufgenommen. Spreche inzwischen umgreifend vom #Fossilismus als externalisierender & im Ergebnis mörderischer #Kultur und #Weltanschauung. scilogs.spektrum.de/natur-des-

  19. @Kwit @torsten_torsten

    Danke Euch für die Debatte! 🙏

    Habe 2023 „Männerfantasien“ von Theweleit und vor allem #Petromaskulinismus von #Dagget aufgenommen. Spreche inzwischen umgreifend vom #Fossilismus als externalisierender & im Ergebnis mörderischer #Kultur und #Weltanschauung. scilogs.spektrum.de/natur-des-