원유와 인플레이션 파급 효과 주시

Agreed. Crude acts as a pretty reliable canary in the coal mine for broader inflation. If this push holds, expect the 'higher for longer' talk to get even louder.

Definitely agree on the crude-inflation link. It's not just the direct impact on energy prices, but also the ripple effect through supply chains that really makes it a persistent challenge for central banks. Good point on the 'higher for longer' aspect.

It's not just the Fed; sustained oil prices put direct pressure on transport and manufacturing, which then hits consumer prices across the board. The ripple effect is more immediate than some other inflation drivers.