Stephanie Link

speaker

1,013 appearances 1 recordings 1 series first heard Jul 2026 last heard 6 Jul

Stephanie Link’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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And we're seeing it.

So does inflation get worse before it gets better?

I think we're three and a half, four, depending on what numbers you look at.

And I do think we're going to... I think we've seen peak.

I really do.

And I think so because we're not going to have the oil piece of it that is really dragging us higher.

Because if we... Now, this is a big if.

If we can get resolution on this war, and it does seem like it's headed that direction.

And again...

This administration can't afford to have oil prices where they are, gasoline prices where they are into the midterms.

And so I do think you've seen peak, but I don't think we're going to get to two.

Yes, and oil prices already have come down.

But the problem is not just oil prices.

See, if oil prices go high, then all of the feedstocks, all of the food chain of commodities go higher as well.

Agriculture, all kinds of – Soybeans.

Soybeans, everything.

So if you have oil come down, I think you will see these other commodities come down.

Again, not –

not to where we really want them to go, just because this is a boom that we're seeing in this whole AI revolution.

Last three years, it was the MAG-7.

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