Conflict in the Middle East an

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Conflict in the Middle East and the near-closure of the Strait of Hormuz severely disrupted the flow of oil and LNG through one of the world's most critical chokepoints. The result: Brent crude surged nearly 75% year-to-date, reaching $112 per barrel. Energy prices at that level don't just hurt consumers at the pump — they feed directly into CPI and PPI prints, reigniting inflation fears the market thought it had moved past.

# After Disappointing Q1, Can Q2 Stage a Rally?

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