The View From Apollo
The View From Apollo
Apollo Global Management
Tensions Rising: The Fed Meeting, Stagflation Signals, and What It Can Mean for Portfolios
18 minutes Posted Sep 19, 2025 at 7:03 pm.
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As the Fed cut rates at its September meeting, tensions surfaced—between growth, inflation, employment, and the expectation of more cuts to come. In this episode of The View from Apollo, Torsten Sløk, Apollo's Chief Economist, unpacks these crosscurrents and what they could mean for markets and portfolios.