Don Curren 🇨🇦🇺🇦#TorstenSlok, Chief Economist, Apollo Global Management: more than 4,500 #objects were launched into #space in 2025, up from 600 in 2019.
#TorstenSlok, chief economist, ApolloGlobal
Management: With #margin #debt at record highs, any #downturn in #stocks risks turning into a sharper #correction as #leveragedinvestors are forced to sell into falling #markets
#TorstenSlok, chief economist at Apollo Global Management: Dallas Fed data show net #unauthorized #immigration flows turning negative, meaning more individuals are leaving the #US than entering
#usecon
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
1 #TorstenSlok, chief economist, Apollo Global Management: The surge in new #US #businessformation is being fueled by #AI and #largelanguagemodels that are dramatically reducing the cost and complexity of launching a #company. 🧵
#TorstenSlok, chief economist, Apollo Global Management: #Foreign #demand for #USassets remains very strong
Dr. #TorstenSlok, Chief Economist, Apollo Global Management, The average daily #US #equitymarket turnover now exceeds $1 trillion, driven by higher #retail participation, more #high-frequencytrading and recent #tech-sector #volatility
2 #TorstenSlok, chief economist at Apollo Global Management: … a meaningful slowdown in #immigration-driven #labor supply.
The bottom line is that a large share of the #AI-sensitive #sectors of the #economy is also #rate, #trade or #immigration-sensitive.
1 #TorstenSlok, chief economist at Apollo Global Management: #employment #declines in #AI-exposed #industries since 2022 are being overattributed to #ChatGPT. Since late 2022, those same industries have also been hit by 3 major overlapping shocks: #Fed tightening, trade-war #uncertainty and … “🧵
3 #TorstenSlok, chief economist at Apollo Global Management: … more fragile and more vulnerable to an abrupt, outsized move.
#markets #stocks