Post #16061

The Chart Behind All The Pain U.S. oil is now trading above $110 — that’s clear escalation territory. At these levels, it’s not just a headline anymore, it starts feeding directly into the inflation narrative and pushing yields higher. The bigger issue is duration. Oil hasn’t just spiked—it’s been elevated for over a month. That’s where things get uncomfortable. Sustained high energy prices bleed into everything—transportation, production, consumer goods. Margins get squeezed, input costs rise, and companies either absorb it or pass it on. Either way, it keeps inflation sticky. For central banks, that’s a problem. It limits their ability to ease and forces a more hawkish stance for longer, which is why yields stay bid. Short spikes can be ignored. Prolonged elevation turns into real economic pressure—and markets start to feel it. - Alan