Brent crude is approaching the psychological $100pb mark as geopolitical tensions and supply disruptions keep energy markets on edge. Falling global oil reserves, disruptions around the Strait of Hormuz and a potential recovery in Chinese crude demand could add further upside pressure to prices.
Higher oil and gas prices are also reviving inflation concerns, pushing bond yields higher and complicating the outlook for central banks.
Meanwhile, technology stocks continue to resist the broader risk-off mood, supported by fresh AI developments and major new partnerships. But the AI story has another side: massive capital spending, rising borrowing requirements, leveraged balance sheets and uncertain returns.
Watch the full episode to find out more!
Intro0:59 Rising oil hits sentiment
1:29 How high could oil go?
5:48 Some sectors will continue to do better than others!
6:57 Inside Tech
#Brent #Oil #Energy #Inflation #Markets #China #BondYields #Stocks #AI #Tech #Oracle #Investing #MarketOutlook









