David Fyfe

David Fyfe, Chief Economist at Argus, shares insights into the evolving macro-economic landscape as we near 2026. He discusses the surprising impact of US tariffs on global trade and the looming inflationary effects they might bring. There's a deep dive into AI's influence on equity gains and how fiscal risks could shape macro markets. The conversation also highlights Europe's sluggish growth and China's property sector troubles. Fyfe warns about a potential supply surplus from OPEC+ and underscores the urgent need for upstream investment to meet future energy demands.