Apollo Global Management Releases 2026 Investment Risk Guide

According to Odaily, Apollo Global Management, a major asset management firm, has unveiled its 2026 investment risk guide. The guide highlights several key areas of concern: 1. The U.S. economy is regaining growth momentum. 2. Global manufacturing is experiencing a resurgence, accelerating growth. 3. The new Federal Reserve Chair is expected to politicize monetary policy. 4. There is a potential for an AI bubble to burst. 5. Bond supply may see a significant increase. Apollo Global Management notes that the incoming Federal Reserve Chair, likely to be White House senior economist Kevin Hassett, poses a significant risk of interest rate cuts driven purely by political motives. Such a decision could lead to a further spike in inflation, necessitating more aggressive rate hikes, which would substantially weaken the bullish outlook for the stock market.