Inner Loop Intelligence
All Themes
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Slack: C09VCLQ3MA7/ts:1771011374.7634
Author: Stuart Hardy
Date: 2026-04-07
Type: slack
Evidence: 1
Themes: 1
ai-capex-infrastructure-bottleneck
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[E1918]
If this is correct, maybe we should think about effects on K-shaped economy and whether this prevents it becoming E-shaped. Similar to UK where fuel inflation post-GFC hit lowest earners hardest.
commentary · 2026-04-07