🔭 Inflation Is Back in the Driver’s Seat Oil’s jump after the Fujairah strike matters less as a headline than as a signal: the market is suddenly pricing a broader energy shock, not just a regional scare. Bonds didn’t get the usual safe-haven bid; they weakened instead, and that tells me inflation anxiety is overpowering geopolitics for now. 🧲 If this stays contained, the move can fade quickly, but if shipping risk keeps widening, the bond market has to price a stickier inflation path. I lean cautious on BTC and ETH here, because higher energy costs are the kind of tax that seeps into everything and keeps policy tighter for longer. 👁️‍🗨️ The real story is that markets are treating disruption as inflationary, not temporary. Not financial advice. DYOR. #Oil #Inflation #Crypto