Apollo’s latest outlook for public and private markets.
Outlook for public and private markets
Apollo
Torsten Slok
Research
48 Pages
Key Takeaways
Oil Shock Looks Manageable: Apollo estimates $100 oil through 2027 would lift headline inflation by 0.7%-pt, cut real GDP by 0.1%-pt, and raise unemployment by 0.1%-pt.
AI Credit Risk Rising: If 20% of hyperscaler AI capex is debt funded, Amazon would rise from 28th to 2nd in the IG index, while Microsoft would move from 64th to 8th.
Private Credit Keeps Expanding: Apollo shows private credit growing from a ~$1.7 trillion addressable market to a ~$40 trillion opportunity as asset backed and specialty finance categories broaden.
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