Said on Mar 21, 2022, at 8:51 in the video.
“he says these sanctions we placed on Russia are going to throw the financial markets out of whack increase inflation in the west which will lead to increase in interest rates which could cause us to go into a recession which would mean a weaker dollar and a stronger Chinese currency”Consumer price index (CPI): U.S. Bureau of Labor Statistics via FRED, figures as first published. The shaded span is the window the call was checked over; grey bands are recessions.
Somebody else's forecast — not scored
that when I read it but all I know is that this is the guy that the smartest top Finance guys go to to ask for advice on the markets and just he published a paper called Bretton Woods 3.0 now this gets insanely complicated so I will try my best to break down exactly what he's trying to warn us about he opens the paper by saying we're going to have a commodity crisis now remember Commodities are things like Precious Metals gold oil gas beef things like that he says these sanctions we placed on Russia are going to throw the financial markets out of whack increase inflation in the west which will lead to increase in interest rates which could cause us to go into a recession which would mean a weaker dollar and a stronger Chinese currency and here's how he says this will happen Russia is extremely rich in Commodities Russia has also made a lot of money trading with other countries this is called a FX Reserve or a foreign Exchange Reserve think of this as like a wallet that every country has that has a bunch of foreign currency inside of it from all the business they've done now Russia's foreign exchange wallet was recently Frozen meaning that Russia can't really use that money anymore which
What a person said is shown in their own words and is never translated. The link goes to the exact second in the video.
Graham Stephan, relaying another source: a call with no clear direction
“they're now expecting interest rates to increase a little bit in 2026 before falling back down again in 2027 and once again in 2028. They also expect inflation to remain elevated at 3.6% throughout 2026 before eventually falling back down again.”
Jun 17, 2026
Graham Stephan, relaying another source: Inflation will rise to 3.6%
“They also expect inflation to remain elevated at 3.6% throughout 2026 before eventually falling back down again.”
Jun 17, 2026
Graham Stephana call under review
“First, taxes are going up.”
Jun 1, 2026
Graham Stephana call with no clear direction
“First, we could see inflation slowly subside and yields come back down on their own, or yields keep going up and eventually the Federal Reserve has to step in.”
May 18, 2026
Graham Stephan, relaying Goldman Sachs: Inflation — around 1%
“Goldman Sachs estimates that this would still push inflation up by 1% through mid-2026.”
Apr 20, 2026
Coin Bureau, relaying Federal Reserve: Inflation will fall to 2.7%
“the Federal Reserve's recent summary of economic projections insists that inflation will magically settle at just 2.7% over the exact same time frame.”
Apr 9, 2026
