Apollo Management: Infrastructure Deal Will Boost GDP Growth

The video discusses the economic impact of a government spending package phased over 8 years, expected to boost GDP growth and improve infrastructure in the U.S. It examines funding aspects, noting low borrowing costs due to low interest rates. The discussion also covers potential implications for the Federal Reserve's policies and future economic growth, while addressing inflation expectations and market reactions to recent Fed communications.

What are the potential long-term effects of improved infrastructure on productivity?

What is the expected impact of the phased-in package on GDP growth over the coming years?

How does the current level of tenure rates affect the cost of borrowing?

What implications might the fiscal package have for the Federal Reserve's decisions?

How are inflation expectations being influenced by the current economic measures?