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Inflation About to Spike? Oil, CPI & Private Credit Warning Signs
Chuck Zodda and Paul Lane break down why February’s CPI report may already be outdated — and why March inflation could jump sharply as higher oil prices feed through the system.
They cover:
• How gasoline’s weighting in CPI could push the next reading dramatically higher
• Why fertilizer, helium, and semiconductors matter in a prolonged Strait of Hormuz disruption
• The growing risk of global shortages if energy flows don’t normalize
• Why financial stocks are quietly flashing caution signs
• JPMorgan tightening exposure to private credit
Plus: Oracle rallies on AI momentum, what strong…
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