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Geopolitics · ▼ Bearish · 2 sources confirmed · 2026-09-25 00:00 UTC

Watch US Economy: Apollo’s Slok Warns of Inflation Risk From Diesel Surge

Why now

Thesis: Diesel strength flags renewed inflation pressure

Catalyst to watch: Distillate inventories and refinery runs

Main risk: Diesel spike may fade if demand weakens

Why it matters

A diesel surge signals freight and industrial cost pressure, feeding inflation and complicating the Fed's path.

Related assets & topics

InflationOil

Sources

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