Energy costs have remained contained, keeping OECD inflation in the 2.5-3% range rather than breaking out; energy is the inflation component with highest sticker shock and immediate wage-impact feedback loops because people see gas prices daily and quickly demand wage increases, making energy price spikes the biggest portfolio risk.
causalpending
Speaker
Louie GavelsonEvidence Quote
“I think the reason we've been on the 2 and a half, 3% range in most of the OECD countries and haven't broken out is because energy costs have remained contained [21:21]”
Source
Louis-Vincent Gave: The Dollar’s Breaking? China’s Winning? The End of U.S. Dominance?— WealthionCreated: 8/11/2026, 7:21:20 AM
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