Anne Walsh
speaker
13 appearances
2 recordings
1 series
first heard Jan 2026
last heard 5 May
Anne Walsh’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in May 2026 with 1.
Appearances
The downside risk, the extended Iran conflict really isn't priced in at this point in time.
So there is some room for volatility in the future.
Our base case is that we stay elevated on oil prices, let's say around $100 a barrel for, we'll call it three months.
And during that period of time, we sort of slowly then towards the end tail back down.
not to pre-Iran conflict prices.
We don't really see a round trip to 60.
It's going to take a little bit of time to unsnarl the supply chain disruption that came from having the straits closed.
I tend to disagree with the Danish pension plan.
I do actually think that the U.S.
is a good credit.
And in particular, I think U.S.
credit is a good credit.
And I think fundamentals remain strong.
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