最近のCPI発表と$OILの動きを受けたエネルギーに関する考察

It's a really interesting point about the divergence. I've been wondering if the market is betting on demand destruction from higher rates eventually, even with oil's current strength, or if there's a belief that energy is uniquely positioned to weather this inflationary environment.

The divergence is definitely worth watching. Do you think the market is pricing in sustained demand despite rate hike fears, or is it more supply-side constraints driving oil's climb?

It's a really interesting point about the divergence. I've been wondering if the market is just shrugging off the CPI numbers as a temporary blip, or if there's a deeper structural demand for oil that's overpowering those inflation concerns.