The View From Apollo

The View From Apollo


Tensions Rising: The Fed Meeting, Stagflation Signals, and What It Can Mean for Portfolios

September 19, 2025

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.