Energy costs crush margins, model warns

- Analysts flagged that rising energy prices plus debt burdens and stretched valuations could combine into a 2–3 year recession scenario. (x.com) - The model lists energy‑cost spikes, AI bubble corrections, and sovereign debt strains as central tail risks to corporate margins. (x.com) - Those downside scenarios have policymakers and markets bracing for higher volatility and tighter lending conditions. (x.com)