Energy prices have remained contained and are the biggest risk to financial markets; if energy spikes to $120/barrel due to Middle East or Russia events, inflation could reach 3.5-4%, eliminating rate cut expectations and causing bond market selloff and equity correction.
causalpending
Speaker
Louie VivianoEvidence Quote
“the biggest risk to financial markets today. The biggest risk to people's portfolios um is that energy prices spike. And I want to be very clear. I'm not saying energy prices are going to spike. But if energy prices spike for whatever reason, you could be very quickly an inflation rate at three and a half 4%.”
Source
Louis-Vincent Gave: The Dollar’s Breaking? China’s Winning? The End of U.S. Dominance?— WealthionCreated: 8/11/2026, 6:49:36 AM
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