• Gasoline prices at the pump have seen a big spike, reaching the highest level in either Trump term, and product prices appear to rise faster than underlying crude.
    speaker1
  • speaker2
    Crude oil (Brent and WTI) has doubled from ~$65-70 to ~$102-103, while gasoline prices in the US have only increased 15-16%, indicating a slow reaction.
  • speaker2
    The US is a laggard to global product price increases. Observing the rest of the world suggests we will see $4 at the pump more and sooner than otherwise expected.
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