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Apollo releases its 2026 investment risk avoidance guide: The Federal Reserve faces a significant risk of "interest rate cuts purely for political reasons."

2025-12-05 12:08

Odaily Planet Daily reports that asset management giant Apollo Global Management has released its 2026 investment risk avoidance guide, which mainly includes:

1. The US economy regains growth momentum

2. The global manufacturing recovery is driving faster growth.

3. The new Federal Reserve chairman politicizes monetary policy.

4. The AI bubble may burst.

5. Bond supply may surge.

Apollo Global Management suggests that the incoming Federal Reserve chairman, most likely Kevin Hassett, a senior White House economist, poses a significant risk of cutting interest rates "purely for political reasons." This decision could lead to a further surge in inflation, necessitating more aggressive subsequent rate hikes, thereby significantly weakening the bullish outlook for the stock market.