Oil is an outlier because Russia controls significant oil supply and can move prices materially through export decisions, creating additional geopolitical risk to energy prices independent of Fed or economic cycles.
factualpending
Speaker
Ted OakleyEvidence Quote
“I will grant you is an outlier because um if you look at Russia which controls a lot of oil if they want to cut back on that oil they can really move that price a lot and really put a lot of people in trouble so I don't know where that ends up the oil is certainly something you have to look at the next five years”
Created: 8/10/2026, 11:14:48 PM
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