WS #16030
Oil prices remain elevated near $107 per barrel following the collapse of the Russia-Ukraine energy ceasefire, with renewed strikes on infrastructure keeping supply risks high. This geopolitical tension supports energy sector equities but acts as a drag on global growth expectations and airline margins. The persistent energy inflation complicates the Fed's path, reinforcing the market's expectation of higher-for-longer rates, which further pressures growth stocks.
Energy & Geopolitical Risk
Oil prices remain elevated near $107 per barrel following the collapse of the Russia-Ukraine energy ceasefire, with renewed strikes on infrastructure keeping supply risks high. This geopolitical tension supports energy sector equities but acts as a drag on global growth expectations and airline margins. The persistent energy inflation complicates the Fed's path, reinforcing the market's expectation of higher-for-longer rates, which further pressures growth stocks.