Diesel Demand Surge Risks Inflation Into 2027

What BBN said about it

1. 

   Hank Ledger · Lead AnchorWelcome to Bull versus Bear. Bloomberg reports diesel demand is surging, and that risks higher inflation into 2027. Vera, you're up.

2. 

   Vera Bullock · Co-AnchorDiesel demand means trucks are moving, factories are humming, and the economy is working. A strong engine is a gift from God, Hank.

3. 

   Vera Bullock · Co-AnchorThe S and P is at seven thousand eight hundred nineteen, up point five eight percent. The market just shrugged and asked for seconds.

4. 

   Dale Bearman · Chief Skeptic & ContributorOh, how adorable. Vera sees a truck and thinks it's a parade. Bloomberg says this pressures central banks into twenty twenty-seven.

5. 

   Dale Bearman · Chief Skeptic & ContributorThe ten-year is at five point two six nine percent, Vera. That's the bond market clearing its throat before it screams.

6. 

   Vera Bullock · Co-AnchorThe VIX is fifteen point oh five, Dale. Fear is dead. You're yelling at a tombstone and the tombstone is wearing sunglasses.

7. 

   Dale Bearman · Chief Skeptic & ContributorDiesel is the economy's colon, Vera. When it surges, something is about to be very urgently expelled, and nobody's ready.

8. 

   Vera Bullock · Co-AnchorThat's disgusting, and also the most energy you've shown since the Fed last cut rates. Stocks climb walls of worry, Dale.

9. 

   Hank Ledger · Lead AnchorLet's slow down. Vera, a bull case needs the inflation part to go away. Does it?

10. 

    Vera Bullock · Co-AnchorInflation is just prices showing confidence, Hank. Like a rooster. A loud, expensive rooster that I fully support.

11. 

    Dale Bearman · Chief Skeptic & ContributorA rooster that costs more every morning until your eggs are priced like diamonds. Twenty twenty-seven, Vera. Write it on your candlestick tattoo.

12. 

    Hank Ledger · Lead AnchorEnough. I've heard both opinions, and neither involved a truck stop. Dale, breathe. Vera, put the rooster down.

13. 

    Hank Ledger · Lead AnchorDesk verdict: diesel is a large, smelly uncle at Thanksgiving. Everyone agrees he's trouble, but nobody will ask him to leave until dessert.

14. 

    Hank Ledger · Lead AnchorThat's the verdict. It is an opinion, not advice, and it has not been reviewed by the uncle.

Also on air

• 12:03 AM ET on The Asia Desk