In this inaugural episode, Eli Lee, our Chief Investment Strategist, speaks with Torsten Slok, Partner, Chief Economist at Apollo Global Management, on some of the most pressing issues topics including Moody’s downgrade of the US credit rating, shifting US-China dynamics, and the road to the 2026 mid-term elections.
The downgrade by Moody’s of the US government’s credit rating has reignited concerns over rising fiscal concerns, even as risk assets have staged a recovery after Liberation Day. While US-China reciprocal tariffs are now on hold, it remains difficult to ascertain if tensions will re-escalate again in future. As we look into 2026, the US mid-term elections could result in the Trump administration having to prioritise more market-friendly policies, but there remains the question as to whether risk assets have already quickly priced this in.
In our Top-of-Mind podcast series, we unpack the various dimensions of these issues with leading business leaders and industry experts globally.
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