Charlie Bilello Says Iran War Inflation Is 'Rewarding Big Oil,' Flags a 56% Spread Between XLE and XLY
Iran war-driven inflation boosts oil stocks, with XLE up 50%, while soaring fuel and commodity prices squeeze consumers.
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Iran Was ‘Taking It Easy’ on Trump, Says Analyst — Fresh Tanker Strikes Near Oman Raise Fears the War Could Trigger a Bigger Oil Shock
Analyst Brett Erickson says Iran’s expanding vessel strikes show prolonging the war is unsustainable and threaten oil flows.
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