Geopolitical and supply-side headwinds in Europe and Far East could create a difficult winter, potentially extending economic weakness; this is an additional tail risk beyond U.S. domestic factors.

forecastpending

Speaker

Ted Oakley

Evidence Quote

maybe you know it could be wrong because maybe there's a Saving Grace out there I don't know but if you look at Europe in the Far East and you know if you look what's going on um you know it could be a tough winter for a lot of situations

Source

The Bear Market Has Only Just Begun | Ted OakleyForward Guidance
Created: 8/10/2026, 11:14:48 PM

My Notes

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