- Oil prices are surging due to Middle East tensions
- Inflation pressure is rising again (energy-driven)
- Rate cuts are less likely; even rate hikes are back on the table
- Global growth risks are increasing (IMF warning)
🧠 Market Structure (Important)
War → Oil ↑ → Inflation ↑ → Interest Rates ↑/High → Growth ↓
📊 Investment Takeaways
- Short-term: High volatility
- Mid-term: Risk assets under pressure
- Watch sectors:
- Energy ✅
- Commodities ✅
- Defensive stocks ✅
Olymprop | Olymptrade 
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