The Energy Transition and Inflationary Pressures

I think a lot of people or the market expects that whether or not we have a US recession or a soft landing, there's perhaps an expectation that Fed policy and Central Bank policy will lower rates. The one area that I sort of find interesting and we'll see how this plays out is what does the energy transition mean for inflationary pressures overall. And I can't help but think that that does mean that we're going to have a slightly more elevated amount of inflation in the longer term over the next 20 to 30 years than perhaps other people believe.

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