The next 6-9 months remain uncertain due to lingering recession risks, but the key inflation risk to watch is energy: without a significant energy capex cycle creating new hydrocarbon supply, energy inflation remains a risk alongside large fiscal deficits.
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Speaker
Lynn AldenEvidence Quote
“we've still not had a significant energy capex cycle um in this in this kind of um you know this current market cycle and so I think it's still until we have a significant Supply jump of available hydrocarbons I think energy inflation is one of the key risks to watch”
Created: 8/12/2026, 10:26:01 PM
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