Hosts: UCLA Anderson Forecast and UCLA Center for Impact

Description: The Fall 2026 UCLA Anderson Forecast Economic Outlook will analyze the economic outlook amid immense pressure on global energy prices. The economy faces a dual energy challenge: a severe global oil shock triggered by the war in Iran is driving up immediate fuel costs, while the rapid expansion of AI datacenters is straining the domestic electricity grid. Together, these forces are creating a complex inflationary landscape that complicates the Federal Reserve's next moves and tests the resilience of the U.S. economic transition.

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