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Predictive Analytic Models (PAM)
Robert P. Balan
Oct 12, 2024 6:03 PM (Swiss)

Are we just about to relive the 1970s inflationary episode? Watching this relationship closely.

If Israel pummels Iran's oil assets, Headline and Core CPI may bottom in October (assuming an Israeli strike soon) rather than in November. Crude oil and Yields will soar to the high heavens -- and we get a global recession during H1 2025.

US CPI Headline Inflation and Wage Growth
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