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30.06.26 - 11:12
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Slok Says ECB May Hike Interest Rates Again in September (Bloomberg)
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Torsten Slok, chief economist of Apollo Global Management, tells Bloomberg Television the European Central Bank faces uncertainty over second-round effects following months of energy-cost increases. "I do think that they will probably still think about hiking rates in September, and I still think that there is a highest likelihood that they will hike in September." Slok speaks with Bloomberg's Francine Lacqua at the ECB Forum on Central Banking in Sintra, Portugal. (Source: Bloomberg)...
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29.06.26 - 17:48
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Magnificent 7 vor Neubewertung? Der Cashflow wird zum Problem (Ariva)
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Die Magnificent 7 galten lange als unschlagbar. Doch Apollo warnt: Hohe KI-Investitionen drücken den freien Cashflow, während der Gewinnvorsprung zum Markt schrumpft. Der jahrelang starke Handel mit den sogenannte Magnificent 7 bekommt Risse. Das berichtet Seeking Alpha unter Berufung auf Apollo Global Management. Anleger achten demnach wieder stärker auf Qualität und freien Cashflow. Torsten Slok, Chefökonom von Apollo, sieht eine schrittweise ......
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25.06.26 - 21:06
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A Private Credit Veteran Warns ‘A Canary in the Coal Mine Is Coming’ as a $1.8 Trillion Market Cracks (24/7 Wall St.)
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Private credit was supposed to be the safe, sleepy corner of finance where pension money quietly clipped coupons. That story is fraying. Morgan Stanley (NYSE:MS) just capped investor withdrawals at 5% from its $7 billion private credit fund, and Apollo Global Management (NYSE:APO) is again limiting redemptions from its largest non-traded retail private credit fund. ... A Private Credit Veteran Warns 'A Canary in the Coal Mine Is Coming' as a $1.8 Trillion Market Cracks...
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24.06.26 - 03:01
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Ex-Soccer Player Stole PR Firm Girlfriend′s Deal Tips, US Says (Bloomberg)
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A former professional soccer player illegally made $2.7 million on tips about deals involving companies including Apollo Global Management Inc. and Discover Financial Services pilfered from his then-romantic partner's work-issued laptop at a public relations firm, authorities said Tuesday....
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23.06.26 - 05:33
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Apollo Gates Private Credit Investors For 2nd Quarter As 17% Rush To The Exits (ZeroHedge)
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Apollo Gates Private Credit Investors For 2nd Quarter As 17% Rush To The Exits
It would appear that the private credit crisis has not, in fact, been contained.
With the software bounce now dead and buried...
Software bounce is over pic.twitter.com/wcKtRt3NaR
— zerohedge (@zerohedge) June 22, 2026
... amid growing fears that the next round of the SAASpocalypse will be far worse (just look at the spectacular implosion in Accenture stock), the private credit firms that had tons of Software exposure ("but muh cash flows") are once again in the market's crosshairs, and after first Cliffwater, then Blackrock gated investors as redemptions requests soared even more in Q2 compared to the already skyhigh levels in Q1, today it was the turn of Private Equity giant Apollo Global Management to join the club and again limiting withdrawal requests from its largest non-traded private credit fund for retail investors, as broader concerns about the asset class persist.
Apollo Debt Solutions, wh...
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22.06.26 - 19:48
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Oil’s Plunge Below $80 Is Already Reshaping the Fed’s Rate Path, Says Apollo’s Torsten Slok (24/7 Wall St.)
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Torsten Slok, the Apollo Global Management (NYSE:APO) chief economist who has spent the past year warning that the Fed would have less room to cut than markets wanted, went on CNBC last week and essentially argued that his own thesis had just been overturned by a barrel of oil. The Federal Open Market Committee had ... Oil's Plunge Below $80 Is Already Reshaping the Fed's Rate Path, Says Apollo's Torsten Slok...
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16.06.26 - 18:30
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Apollo-Backed Rackspace Loan Jumps on AMD Data Center Deal (Bloomberg)
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Rackspace Technology Inc., a cloud-computing services company backed by Apollo Global Management Inc., saw its $1.6 billion loan jump after it signed a data center deal with Advanced Micro Devices Inc., extending a rally in debt that had traded at deeply distressed levels just two months ago....
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15.06.26 - 10:12
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Torsten Slok Shows Us How AI Is Eating the Entire US Economy | Odd Lots (Bloomberg)
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Apollo Global Management's chief economist Torsten Slok is known as the "King of Charts." That's why during our most recent show, at City Winery in New York, we invited him to do a presentation, on stage, for the live audience. In this bonus video-only episode, he dives into how AI has eaten up the entire US economy. His slide deck charts includes information on the massive data center build out, what's driving growth in the US economy, the industrial renaissance kicked off by the CHIPS Act, and AI's effect on GDP. In some ways, the conversation was almost prescient: He predicted that nonfarm payrolls would rise, and indeed, they came in pretty hot last week. Just as important is his investment advice: It used to be conventional wisdom that a diversified portfolio was something like 60% stocks, 40% bonds. But now that AI has shown up in both equity and bonds, he says the new 60/40 is going to be AI vs non-AI. (Source: Bloomberg)...
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11.06.26 - 06:12
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U.S. Asset Manager Apollo Eyes Buyout of Japanese Insurer: FT (Nippon)
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Tokyo, June 11 (Jiji Press)--U.S. asset management company Apollo Global Management Inc. is seeking to buy a life insurer in Japan to gain market share in the country, according to the Financial Times. Apollo has considered buying life insurance subsidiaries of T&D Holdings Inc. and Orix Corp., the British daily reported Wednesday, adding that talks with the Japanese groups were in their ear......
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10.06.26 - 20:12
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Apollo Wraps Up $35B Chip Deal for Anthropic (Bloomberg)
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Bloomberg's Emily Graffeo joins Matt Miller on "Bloomberg Deals." Apollo Global Management and Blackstone have finalized a $35 billion financing package for Anthropic to expand its AI infrastructure, marking the latest mega-deal in the AI race. (Source: Bloomberg)...
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