This week, I appeared on Daniela Cambone and Ken McElroy’s shows. Daniela and I discussed the real energy shock behind the headlines – closed choke points, attacks on refineries and shipping, why paper oil prices do not match diesel at the pump, the broken gold-oil link, and the Fed’s looming choice between defending the bond market or the dollar. Next, Ken and I discussed a possible 90-day U.S. diesel export ban, how costly diesel is already pushing inflation through farming, freight, and food, exploding tanker rates, fertilizer and El Niño risks, recession vibes on the ground, and what to watch if yields rise while the dollar falls. Both interviews are below!
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Energy Shortages, Diesel Bans, and the Bond Market’s Warning with Cambone and McElroy
Economy
Energy
Energy Shortages, Diesel Bans, and the Bond Market’s Warning with Cambone and McElroy
Chris joins Daniela Cambone and Ken McElroy’s shows to discuss the energy shock, a possible diesel export ban, pump prices versus futures, inflation, yields, gold, food risks, and the Fed’s bond-or-dollar choice.
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by cmartenson 
