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Chuck Zodda and Paul Lane break down why February’s CPI report may already be outdated — and why March inflation could jump sharply as higher oil prices feed through the system.They cover:• How gasoline’s weighting in CPI could push the next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 creditPlus: Oracle rallies on AI momentum, what strong spending from high-income earners means for the economy, and whether markets are underpricing broader risk.