---
title: "Apollo: The U.S. economy enters 2026 with strong momentum, and AI dynamics will mitigate stagflation risks"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/271333541.md"
description: "Apollo Global Management's Chief Economist Torsten Slok stated that the U.S. economy is entering 2026 with a strong posture after experiencing a year of unexpected surprises. Despite facing pressures from trade tensions, immigration policies, and student loan repayments, economic growth continues to exceed expectations. Strong investments in AI and data centers, a weakening dollar, and potentially supportive fiscal policies contribute to this outlook. Slok warned of the risk of a brief stagflation but expects that the slowdown in growth will be temporary, with an acceleration driven by AI on the horizon. The overall outlook remains optimistic"
datetime: "2026-01-02T12:56:02.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/271333541.md)
  - [en](https://longbridge.com/en/news/271333541.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/271333541.md)
---

> 支持的語言: [简体中文](https://longbridge.com/zh-CN/news/271333541.md) | [English](https://longbridge.com/en/news/271333541.md)


# Apollo: The U.S. economy enters 2026 with strong momentum, and AI dynamics will mitigate stagflation risks

According to the Zhitong Finance APP, Torsten Slok, Chief Economist at Apollo Global Management, stated that after a year filled with unexpected surprises, the U.S. economy is entering the 2026 trading year with strong momentum.

Slok pointed out that economic growth in 2025 has repeatedly exceeded expectations, highlighting the resilience that remains despite significant headwinds. Trade tensions and tariff uncertainties, stricter immigration rules, and the resumption of federal student loan repayments have put pressure on economic activity but have not halted its growth momentum.

At the same time, several positive factors are also gaining strength. Investments related to artificial intelligence (AI) and data center expansion remain robust, the U.S. dollar has weakened, and fiscal policy may provide additional support. The Congressional Budget Office (CBO) estimates that the "Big Beautiful Bill" could boost GDP by nearly one percentage point in 2026.

Looking ahead, Slok warned that a brief period of stagflation may occur. He added that as additional tariffs come into effect, growth is expected to slow, while inflation rates remain above the Federal Reserve's target (around 3%), which will lead to interest rates staying elevated for a longer period.

Nevertheless, Slok anticipates that this slowdown in growth will be temporary, followed by a renewed acceleration driven by AI. Although consensus expectations suggest that the likelihood of a U.S. recession in 2026 is close to 30%, he stated that the overall outlook remains constructive.

Slok stated, "The bottom line is that despite experiencing severe turbulence, the U.S. economy remains resilient in 2025. With more signs of improvement emerging, we have ample reason to feel optimistic about the growth momentum entering 2026."

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