#torstenslok — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #torstenslok, aggregated by home.social.
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Musk Claims AI Will Double US GDP Growth to 4% Next Year, Far Outpacing Mainstream Forecasts — BigGo Finance
Tesla CEO Elon Musk made a striking economic prediction on social media platform X on September 18: artificial…
#UnitedStates #US #USA #ApolloGlobalManagement #ElonMusk #FederalReserve #GoldmanSachs #moody's #Morningstar #Musk #tesla #torstensløk #Xplatform #xAI
https://www.europesays.com/3259385/ -
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 Trump administration has returned more than $100 billion to U.S. businesses and importers that paid his global…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Economy #Amazon #Business #FedEx #TheTrumpadministration #torstensløk #WallStreetJournal
https://www.newsbeep.com/us/815248/ -
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 Trump administration has returned more than $100 billion to U.S. businesses and importers that paid his global…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Economy #Amazon #Business #FedEx #TheTrumpadministration #torstensløk #WallStreetJournal
https://www.newsbeep.com/us/815248/ -
#Apollo chief economist #TorstenSlok warns that the #AIboom’s #profits are being funded by #investors rather than #customers. The most profitable part of the #AIvaluechain, #silicon and #equipment, relies on the least profitable part, #models and #applications, to continue growing revenue or raising capital. This lopsided profit margin structure could threaten the stability of the industry if #AIfinancing slows down. https://fortune.com/2026/08/10/torsten-slok-ai-profit-margins-capex-oracle/?eicker.news #tech #news #ainews
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#Apollo chief economist #TorstenSlok warns that the #AIboom’s #profits are being funded by #investors rather than #customers. The most profitable part of the #AIvaluechain, #silicon and #equipment, relies on the least profitable part, #models and #applications, to continue growing revenue or raising capital. This lopsided profit margin structure could threaten the stability of the industry if #AIfinancing slows down. https://fortune.com/2026/08/10/torsten-slok-ai-profit-margins-capex-oracle/?eicker.news #tech #news #ainews
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#Apollo chief economist #TorstenSlok warns that the #AIboom’s #profits are being funded by #investors rather than #customers. The most profitable part of the #AIvaluechain, #silicon and #equipment, relies on the least profitable part, #models and #applications, to continue growing revenue or raising capital. This lopsided profit margin structure could threaten the stability of the industry if #AIfinancing slows down. https://fortune.com/2026/08/10/torsten-slok-ai-profit-margins-capex-oracle/?eicker.news #tech #news #ainews
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#Apollo chief economist #TorstenSlok warns that the #AIboom’s #profits are being funded by #investors rather than #customers. The most profitable part of the #AIvaluechain, #silicon and #equipment, relies on the least profitable part, #models and #applications, to continue growing revenue or raising capital. This lopsided profit margin structure could threaten the stability of the industry if #AIfinancing slows down. https://fortune.com/2026/08/10/torsten-slok-ai-profit-margins-capex-oracle/?eicker.news #tech #news #ainews
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#Apollo chief economist #TorstenSlok warns that the #AIboom’s #profits are being funded by #investors rather than #customers. The most profitable part of the #AIvaluechain, #silicon and #equipment, relies on the least profitable part, #models and #applications, to continue growing revenue or raising capital. This lopsided profit margin structure could threaten the stability of the industry if #AIfinancing slows down. https://fortune.com/2026/08/10/torsten-slok-ai-profit-margins-capex-oracle/?eicker.news #tech #news #ainews
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3 #TorstenSlok, chief economist, Apollo Global Management: A cycle that builds at 0.85 percentage points a year can unwind at a similar pace, and that, rather than the buildout itself, is the #macro risk if #AI demand disappoints.
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3 #TorstenSlok, chief economist, Apollo Global Management: A cycle that builds at 0.85 percentage points a year can unwind at a similar pace, and that, rather than the buildout itself, is the #macro risk if #AI demand disappoints.
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3 #TorstenSlok, chief economist, Apollo Global Management: A cycle that builds at 0.85 percentage points a year can unwind at a similar pace, and that, rather than the buildout itself, is the #macro risk if #AI demand disappoints.
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2 #TorstenSlok, chief economist, Apollo Global Management: The same arithmetic runs in reverse: housing's unwind, from 6.2% of GDP in early 2006 to 3.0% by the end of 2008, is what made that #recession severe, while telecom's much smaller reversal produced the mildest one. 🧵
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2 #TorstenSlok, chief economist, Apollo Global Management: The same arithmetic runs in reverse: housing's unwind, from 6.2% of GDP in early 2006 to 3.0% by the end of 2008, is what made that #recession severe, while telecom's much smaller reversal produced the mildest one. 🧵
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2 #TorstenSlok, chief economist, Apollo Global Management: The same arithmetic runs in reverse: housing's unwind, from 6.2% of GDP in early 2006 to 3.0% by the end of 2008, is what made that #recession severe, while telecom's much smaller reversal produced the mildest one. 🧵
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1 #TorstenSlok, chief economist, Apollo Global Management: The bottom line is that the #data-center buildout is smaller than #housing buildout in level but larger in the change in share of GDP, and faster than either housing or the #fiber and #telecom buildout of the ‘90s
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1 #TorstenSlok, chief economist, Apollo Global Management: The bottom line is that the #data-center buildout is smaller than #housing buildout in level but larger in the change in share of GDP, and faster than either housing or the #fiber and #telecom buildout of the ‘90s
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1 #TorstenSlok, chief economist, Apollo Global Management: The bottom line is that the #data-center buildout is smaller than #housing buildout in level but larger in the change in share of GDP, and faster than either housing or the #fiber and #telecom buildout of the ‘90s
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1 #TorstenSlok, chief economist, Apollo Global Management: The bottom line is that the #data-center buildout is smaller than #housing buildout in level but larger in the change in share of GDP, and faster than either housing or the #fiber and #telecom buildout of the ‘90s
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1 #TorstenSlok, chief economist, Apollo Global Management: The bottom line is that the #data-center buildout is smaller than #housing buildout in level but larger in the change in share of GDP, and faster than either housing or the #fiber and #telecom buildout of the ‘90s
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3 #TorstenSlok, chief economist, Apollo Global Management: The bottom line is that the 60/40 portfolio has lost its #diversification benefit, with fundamental implications for #assetallocation.
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3 #TorstenSlok, chief economist, Apollo Global Management: The bottom line is that the 60/40 portfolio has lost its #diversification benefit, with fundamental implications for #assetallocation.
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3 #TorstenSlok, chief economist, Apollo Global Management: The bottom line is that the 60/40 portfolio has lost its #diversification benefit, with fundamental implications for #assetallocation.
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2 #TorstenSlok, chief economist, Apollo Global Management: With the #AI trade slowing down and #governmentdebt projected to reach 175% of GDP, neither the 60 nor the 40 responds to what made it work in the first place. 🧵
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2 #TorstenSlok, chief economist, Apollo Global Management: With the #AI trade slowing down and #governmentdebt projected to reach 175% of GDP, neither the 60 nor the 40 responds to what made it work in the first place. 🧵
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2 #TorstenSlok, chief economist, Apollo Global Management: With the #AI trade slowing down and #governmentdebt projected to reach 175% of GDP, neither the 60 nor the 40 responds to what made it work in the first place. 🧵
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1 #TorstenSlok, chief economist, Apollo Global Management:
The 60/40 portfolio is broken because #equity returns are driven by #AI concentration rather than the #businesscycle, while #bond returns are now driven by #fiscal constraints rather than #cycle #dynamics.
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1 #TorstenSlok, chief economist, Apollo Global Management:
The 60/40 portfolio is broken because #equity returns are driven by #AI concentration rather than the #businesscycle, while #bond returns are now driven by #fiscal constraints rather than #cycle #dynamics.
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1 #TorstenSlok, chief economist, Apollo Global Management:
The 60/40 portfolio is broken because #equity returns are driven by #AI concentration rather than the #businesscycle, while #bond returns are now driven by #fiscal constraints rather than #cycle #dynamics.
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1 #TorstenSlok, chief economist, Apollo Global Management:
The 60/40 portfolio is broken because #equity returns are driven by #AI concentration rather than the #businesscycle, while #bond returns are now driven by #fiscal constraints rather than #cycle #dynamics.
🧵 -
1 #TorstenSlok, chief economist, Apollo Global Management:
The 60/40 portfolio is broken because #equity returns are driven by #AI concentration rather than the #businesscycle, while #bond returns are now driven by #fiscal constraints rather than #cycle #dynamics.
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2 #TorstenSlok, chief economist at Apollo Global Management: The bottom line is that we're not going back to the 2010s, and this is good news for everyone cutting coupons in high-quality #fixedincome.
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2 #TorstenSlok, chief economist at Apollo Global Management: The bottom line is that we're not going back to the 2010s, and this is good news for everyone cutting coupons in high-quality #fixedincome.
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2 #TorstenSlok, chief economist at Apollo Global Management: The bottom line is that we're not going back to the 2010s, and this is good news for everyone cutting coupons in high-quality #fixedincome.
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#TorstenSlok, chief economist at Apollo Global Management: Why are #long #rates at the highest level in 20 years?
1) #Inflation
2) #Fiscal problems
3) #Hyperscaler #issuance 🧵
#bonds #longbonds #bondyields -
#TorstenSlok, chief economist at Apollo Global Management: Why are #long #rates at the highest level in 20 years?
1) #Inflation
2) #Fiscal problems
3) #Hyperscaler #issuance 🧵
#bonds #longbonds #bondyields -
#TorstenSlok, chief economist at Apollo Global Management: Why are #long #rates at the highest level in 20 years?
1) #Inflation
2) #Fiscal problems
3) #Hyperscaler #issuance 🧵
#bonds #longbonds #bondyields -
#TorstenSlok, chief economist at Apollo Global Management: Why are #long #rates at the highest level in 20 years?
1) #Inflation
2) #Fiscal problems
3) #Hyperscaler #issuance 🧵
#bonds #longbonds #bondyields -
2 #TorstenSlok: With most #foreign #equityinvestors not hedging their #FX risk, the bottom line is that if #AI disappoints, the resulting pullback in these #inflows would be a significant #downside #risk to the #USdollar.
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2 #TorstenSlok: With most #foreign #equityinvestors not hedging their #FX risk, the bottom line is that if #AI disappoints, the resulting pullback in these #inflows would be a significant #downside #risk to the #USdollar.
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2 #TorstenSlok: With most #foreign #equityinvestors not hedging their #FX risk, the bottom line is that if #AI disappoints, the resulting pullback in these #inflows would be a significant #downside #risk to the #USdollar.
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1 #TorstenSlok, chief economist at Apollo Global Management: Net #foreign #inflows into #USequities have surged to a record high, driven in large part by overseas investors seeking #AI exposure they cannot get in their home markets. 🧵
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1 #TorstenSlok, chief economist at Apollo Global Management: Net #foreign #inflows into #USequities have surged to a record high, driven in large part by overseas investors seeking #AI exposure they cannot get in their home markets. 🧵
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1 #TorstenSlok, chief economist at Apollo Global Management: Net #foreign #inflows into #USequities have surged to a record high, driven in large part by overseas investors seeking #AI exposure they cannot get in their home markets. 🧵
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1 #TorstenSlok, chief economist at Apollo Global Management: Net #foreign #inflows into #USequities have surged to a record high, driven in large part by overseas investors seeking #AI exposure they cannot get in their home markets. 🧵
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1 #TorstenSlok, chief economist at Apollo Global Management: Net #foreign #inflows into #USequities have surged to a record high, driven in large part by overseas investors seeking #AI exposure they cannot get in their home markets. 🧵
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2 #TorstenSlok, chief economist at Apollo Global Markets: a lot of #fixedincome product is coming to market
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2 #TorstenSlok, chief economist at Apollo Global Markets: a lot of #fixedincome product is coming to market
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2 #TorstenSlok, chief economist at Apollo Global Markets: a lot of #fixedincome product is coming to market
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1 #TorstenSlok, chief economist at Apollo Global Markets: #Hyperscaler debt issuance continues to grow, reshaping dynamics across financial markets. #Yield #spreads for #investmentgrade #hyperscaler #debt are trending higher. 🧵
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1 #TorstenSlok, chief economist at Apollo Global Markets: #Hyperscaler debt issuance continues to grow, reshaping dynamics across financial markets. #Yield #spreads for #investmentgrade #hyperscaler #debt are trending higher. 🧵
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1 #TorstenSlok, chief economist at Apollo Global Markets: #Hyperscaler debt issuance continues to grow, reshaping dynamics across financial markets. #Yield #spreads for #investmentgrade #hyperscaler #debt are trending higher. 🧵
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1 #TorstenSlok, chief economist at Apollo Global Markets: #Hyperscaler debt issuance continues to grow, reshaping dynamics across financial markets. #Yield #spreads for #investmentgrade #hyperscaler #debt are trending higher. 🧵
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https://www.europesays.com/uk/1079733/ Apollo’s Sløk: The market faces big risks if hyperscalers’ AI profits get delayed #ApolloGlobalManagement #BigTech #Business #Economy #FreeCashFlow #FreeCashFlows #Hyperscalers #TorstenSløk #UK #UnitedKingdom #WallStreet
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https://www.europesays.com/ie/577275/ Apollo’s Sløk: The market faces big risks if hyperscalers’ AI profits get delayed #AI #ApolloGlobalManagement #ArtificialIntelligence #ArtificialIntelligence #BigTech #Éire #FreeCashFlow #FreeCashFlows #hyperscalers #IE #Ireland #Technology #TorstenSløk #WallStreet
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#TorstenSlok, chief economist at Apollo Global Markets: China's #homeprices have now been falling for four straight years, with both new and used home prices stuck in negative territory since 2022
#China -
#TorstenSlok, chief economist at Apollo Global Markets: China's #homeprices have now been falling for four straight years, with both new and used home prices stuck in negative territory since 2022
#China -
#TorstenSlok, chief economist at Apollo Global Markets: China's #homeprices have now been falling for four straight years, with both new and used home prices stuck in negative territory since 2022
#China -
#TorstenSlok, chief economist at Apollo Global Markets:
#Tradepolicy #uncertainty continues to decline, and the #StraitofHormuz is reopening. “This is all #bullish for #business planning and #hiring.” -
#TorstenSlok, chief economist at Apollo Global Markets:
#Tradepolicy #uncertainty continues to decline, and the #StraitofHormuz is reopening. “This is all #bullish for #business planning and #hiring.” -
#TorstenSlok, chief economist at Apollo Global Markets:
#Tradepolicy #uncertainty continues to decline, and the #StraitofHormuz is reopening. “This is all #bullish for #business planning and #hiring.”