Commodities Reignite the Inflation Debate

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09-03-26  Oil keeps ticking into the $90s on the escaaltion with Iran. Hard to imagine how this will do anything but escalate further into November. Diesel is sitting at record levels – hitting trucking prices. Commodities continue thier run higher to 18 year highs on the Iran conflict. Trump claims Oil shipments will surge soon. At least today interest rates fell. While they correlate quite well with Oil and commodity prices, they don’t move in lock step daily.

09-02-26 — Commodity prices have moved sharply higher over the past two months, led by energy and agricultural products. Although food and energy are excluded from core inflation measures because of their volatility, consumers cannot exclude them from household budgets. Their rising costs are now filtering into broader inflation—and unsettling the marginal voters Republicans need. : With tariffs adding to price pressures, AI infrastructure intensifying demand for energy, and Iran remaining an intractable adversary, the prevailing inflationary and commodity trends appear likely to persist.

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