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#USIranOilTensions Brent above $100 isn't just an oil story. It's a liquidity warning 👀
US-Iran tensions are rising while Hormuz, sanctions and a ceasefire remain unresolved. With fuel markets already tight, any real supply disruption could push energy costs back into inflation.
What caught my attention: markets may be forced to price geopolitics and Fed policy together.
Higher oil can mean higher inflation, higher yields and less room for easing.
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