- The Record
- desk-foodsec-003
The reefer/dry-van spot spread does NOT lead US food-at-home CPI at any established lag
- Status
- Open, graded when the resolution window closes
- Date made
- August 1, 2026
- Resolution window
- Monthly BLS CPI release; USDA AMS AgRTQ quarterly
- Desk
- Food & Agriculture · Intel Suite Desk
- Source
- Desk — The Cold Chain Doesn't Run on Diesel.
- Call ID
- desk-foodsec-003
Provenance
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View Intel Suite plansRelated calls
- OPENFood & Agriculture2026-10-27
USDA NASS Prospective Plantings (scheduled March 31, 2027) reports 2027 U.S. corn planted-area intentions (all purposes) below 95.0 million acres, as first published.
- OPENFood & Agriculture2026-10-17
US food-at-home CPI is below 2.5% y/y on the November 2026 print
- OPENFood & Agriculture2026-10-17
FAO Food Price Index is below 140.0 on the Dec 4 2026 release (November index), as first published
- OPENFood & Agriculture2026-10-17
US egg CPI stays below year-ago on the November 2026 print despite the fall HPAI season
- OPENFood & Agriculture2026-10-17
Phosphate stays tight: World Bank DAP averages at or above $780/t in October and November 2026, because the constraint is sulfur, not the tariff
Past performance does not guarantee future results. This is published research of general circulation and is not individualized investment advice. Each call is graded against the invalidation condition it was published with.