Oil is climbing again now above $100 because of the U.S- Iran tensions
Here’s why it matters:
• Higher oil prices can push inflation back up
• That could delay expected interest rate cuts
• Which means continued pressure on equities
We may be entering a phase where:
Markets react more to geopolitics than fundamentals
At the same time, capital is quietly rotating:
→ Into energy stocks
→ Out of fuel-sensitive sectors like airlines
If oil remains elevated, the “easy bull run” narrative may not hold.
The real question isn’t if oil is rising… it’s how long it stays high.
This is one to watch closely.
Here’s why it matters:
• Higher oil prices can push inflation back up
• That could delay expected interest rate cuts
• Which means continued pressure on equities
We may be entering a phase where:
Markets react more to geopolitics than fundamentals
At the same time, capital is quietly rotating:
→ Into energy stocks
→ Out of fuel-sensitive sectors like airlines
If oil remains elevated, the “easy bull run” narrative may not hold.
The real question isn’t if oil is rising… it’s how long it stays high.
This is one to watch closely.