PPI
3 articles
- The Distillate Constraint: How the 2026 Diesel Shock Is Rewiring Middle-Mile Logistics
The 2026 diesel shock is transmitting through fuel surcharges into freight repricing, inventory compression, intermodal conversion, and regionalized distribution networks. Value density and freight intensity determine enterprise exposure.
- Treasury Buybacks Cannot Cap the Long End: Fiscal-Duration Repricing and Corporate Investment Sorting
Treasury buybacks improve market liquidity but cannot offset net sovereign-duration supply. Higher real term premiums are compressing corporate investment horizons and favoring projects with contracted revenue, regulated returns, scarcity rents, subsidies, and shorter payback periods.
- The Freight Inflation Feedback Loop: Why Industrial Inflation Outlasts Oil
A prolonged Hormuz disruption shifts inflation from crude oil into freight, refining, chemicals, fertilizer, and inventories. Oil prices may stabilize while industrial inflation persists.