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Why SocGen's Albert Edwards Sees Double-Digit Inflation Coming Back | Odd Lots, Sonic AI
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Why SocGen's Albert Edwards Sees Double-Digit Inflation Coming Back | Odd Lots
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May 15, 2026
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56:23
Interview
Why SocGen's Albert Edwards Sees Double-Digit Inflation Coming Back | Odd Lots
From
Odd Lots
Joe Weisenthal
(Financial journalist and podcast host)
•
Jill Weisenthal
(Host)
•
Tracy Alloway
(Host)
•
Albert Edwards
(Global Strategist, SocGen)
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Executive Summary
Albert Edwards declares the end of his long-held "Ice Age" thesis, arguing the paradigm has shifted from deflationary pressures (driven by QE) to inflationary ones due to massive fiscal stimulus.
He warns of a new era of fiscal dominance, where unsustainable government deficits, particularly in the US (7% of GDP) and UK, will force central banks to monetize debt, leading to a return of double-digit inflation.
Edwards identifies the UK gilt market as the most vulnerable sovereign bond market, predicting it will be targeted by "bond vigilantes" due to political inability to enact fiscal consolidation.
He draws a parallel between the current AI boom and the telecom bubble, forecasting that the massive capex cycle will cause US mega-cap tech's free cash flow to collapse to zero by 2027.
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The End of the 'Ice Age' Thesis
Fiscal Dominance and Sovereign Risk
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Processed May 15, 2026
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