2026.02.11 | Delayed CPI & The Hidden Refinery Squeeze

A partial government shutdown has delayed the critical January CPI report to Friday the 13th, leaving investors flying blind in a dangerous information vacuum. We uncover a "hidden link" the market is missing: a surprise drop in refinery utilization that could trigger a sudden energy-driven inflation spike. Discover why the Cleveland Fed's nowcast might be underestimating the risk of a "repricing shock" when the data finally drops. Tune in for urgent advice on why logistics managers should ignore the headlines and watch spot fuel prices immediately.