Apollo’s Slok Expects ‘Hawkish Flavor’ From Warsh on Economic Outlook
THE SO WHAT
If Warsh leans hawkish and shifts from forward guidance to “framework guidance,” rate paths get fuzzier just as AI and infra capex are spiking. CFOs should model a wider band of funding and discount-rate scenarios for long-duration tech bets—cheap money as default is over.
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