Chris Lafakis

Chris Lafakis, an energy and geopolitics economist, and Matt Colyar, an inflation analyst, break down the recent Middle East supply shock and the sharp oil price surge. They discuss inflation readings, consumer spending weakness, and scenarios for how the conflict and oil disruptions could reshape growth and prices in the months ahead.

Chris Lafakis, Director at Moody's Analytics who forecasts macro, energy, and climate risks, joins to map the economic outlook. He discusses why 2026 looks stable. Conversation covers slower job growth, AI's early disruption to hiring, risks that could trigger a downturn, and how mortgage rates, housing, construction, and fiscal policy shape near-term prospects.

This week, Steve Cochrane, recently retired Chief APAC Economist at Moody's Analytics, joins Chris Lafakis, Director of Climate and Energy Economics, to explore the intricate dance between geopolitics and the economy. Steve shares insights on managing workplace dynamics after 32 years in the game, while Chris delves into U.S.-China economic tensions. The duo discusses rising oil prices triggered by Middle Eastern conflicts and their potential impacts on consumer spending. A blend of personal reflections and serious analysis makes for an engaging conversation!