The US resumed strikes on Iran, sanctions tightened again, Tehran threatened retaliation, and crude prices jumped back toward key technical levels. The rebound is reviving inflation fears, pushing bond yields higher and challenging the recent rotation away from energy.
Energy is benefiting from geopolitical tensions and renewed supply uncertainty, while Chinese technology stocks are attracting attention thanks to massive government support for AI infrastructure and valuations that remain a fraction of those seen in the US.
Watch the full episode to find out more!
Intro0:55 Oil rebounds
5:17 Yields rise, rotation changes direction
8:20 Chinese tech coughs back to life









