Paul Hannan
speaker
43 appearances
3 recordings
1 series
first heard Jun 2026
last heard 31 Aug
Paul Hannan’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Aug 2026 with 1.
Appearances
So,
Yeah, the risk that the longer this thing goes on, that it will trigger a significant and sustained rise in energy prices is definitely there.
And in that case, a central bank would have to respond.
Yeah, absolutely.
It's not just that this huge demand for equipment is heating up the world economy, it's the wealth effect.
So a lot of people are sitting on big paper gains because stock markets have risen very dramatically over the last sort of 18 months or so.
If they start to see that evaporate, then they cut back on spending and maybe you don't need to do very much in order to cool inflation.
So this is another strand of uncertainty.
I think the straight is still the big issue, but AI is definitely second.
And maybe over time, that could switch.
The Fed, the Bank of England, and there's also Sweden and Switzerland to come, will obviously be happy that there is the prospect of peace on the horizon because that limits the prospect for inflation getting out of control over coming months.
And in the U.S., you'd expect to see
And indeed, you already have seen gasoline prices coming down.
But at the same time, there is still inflation repressure in the economy.
And who knows how long it's going to take for that to cool down.
And they will mostly, I think, want to leave open the possibility that they might raise interest rates again in the future.
One thing that we can say about the period that we live in is that the shocks come thick and fast, and most of them are not good.
Setbacks to the energy sector or supply chains that seem to be pushing prices higher.
You know, food seems to always be part of this story.
It's not a situation in which inflation is likely to settle down quickly.
Showing 21–40 of 43 · page 2 of 3
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