On March 13, 2026, Torsten Slok of Apollo Global Management told CNBC that he expects economic acceleration that could — if sustained — lead to overheating and have a corresponding impact on interest rates. Slok framed this as a shift in the narrative from last year’s fears about trade wars weighing on activity. "Stories have changed a lot," he said, noting that current market and policy discussions centre on the effects of AI investment, a renaissance in industry and the role of government budgets. Slok linked those forces directly to potential upward pressure on rates, warning that the mix of private investment and fiscal stimulus could alter the outlook for monetary policy. #AI #economy #rates #TorstenSlok #FiatNews